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 registered investment adviser that has been SEC-registered since 2003 and is owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small-business clients. Its fee model combines a percentage-of-AUM schedule with the option for fixed fees. Frisch reports active ESG investing practices and does not operate as a capital allocator; it relies on external managers for alternative allocations. 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
Location & Offices
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 6
Jason Sacks
Principal and Wealth AdvisorCRD 2902189
Shawn Gallagher
Principal and Wealth AdvisorCRD 4821553
Josiah Choy
Portfolio ManagerCRD 5687874
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 113Active vs passive
$631M in ETFs
64%
$402M
27%
$229M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $48.3M | 221,651 | 7.65% |
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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