FRISCH FINANCIAL GROUP, INC.
Firm details
- Headquarters
- MELVILLE, New York
- CRD number
- 126524
- Registered since
- August 21, 2003
- Website
- frischfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.94%
- Individuals11.2%
- Charitable Organizations0.48%
- Pension & Profit Sharing Plans0.37%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Frisch Financial Group, Inc. is an independent, owner-operated registered investment adviser that has been SEC-registered since 2003. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include both a percentage-of-AUM schedule and fixed fees. Frisch identifies as an active ESG investor, incorporating environmental, social, and governance considerations into its investment process. The firm has been recognized in industry lists, including FA Magazine’s Top RIA Firms (2020) and Forbes’ America’s Top RIA Firms (2023).
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities21%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents8%
- US Government Bonds6%
Contacts
3 of 7JASON SACKS
Principal and Wealth AdvisorCRD 2902189
SHAWN GALLAGHER
Wealth Management AdvisorCRD 4821553
JOSIAH CHOY
Investment Research AnalystCRD 5687874
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 105Active vs passive
$507M in ETFs
68%
$344M
28%
$163M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $37.8M | 192,733 | 7.46% |
Location
MELVILLE, NY
SUFFOLK
Location
MELVILLE, NY
Headquartered in MELVILLE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- SUFFOLK
- Address
- 445 Broadhollow Rd
- Time zone
- ET (UTC-5)
- Office locations
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