Investment adviser · CRD 126524
FRISCH FINANCIAL GROUP, INC.
Investment adviser filing (IA)
MELVILLE, NY, United States · Form ADV filed Apr 10, 2026
- Regulatory AUM
- $932M Form ADV · Item 5.F
- Client accounts
- 1,759 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 358 | $819,214,446 | 87.9% |
| Individuals | 243 | $104,375,033 | 11.2% |
| Charities | Fewer than 5 | $4,478,791 | 0.5% |
| Retirement plans | Fewer than 5 | $3,418,813 | 0.4% |
| Corporations & businesses | Fewer than 5 | $77,573 | 0.0% |
Filing source
Form ADV 2093233 · Apr 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
445 BROAD HOLLOW ROAD, SUITE 215MELVILLE, NY, 11747, United States
CRD 126524
Filing source
Form ADV 2093233 · Apr 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.