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FRISCH FINANCIAL GROUP, INC.
CRD 126524File 801-62300
APPROVED
Retail clients
Custody
Filing as of Apr 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$931.6M
Above cohort median (national)
Discretionary AUM
$893.2M
Non-discretionary $38.3M
Clients
601
1,759 accounts
Employees
18
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 21, 2003
- Principal office
- 445 BROAD HOLLOW ROAD, SUITE 215, MELVILLE, NY, 11747
- Phone
- 516-694-7900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $931.6M
- Discretionary AUM
- $893.2M
- Non-discretionary AUM
- $38.3M
- Discretionary accounts
- 1,726
- Non-discretionary accounts
- 33
- Total accounts
- 1,759
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $78K |
| Charitable organizations | Fewer than 5 | $4.5M |
| High net worth individuals | 358 | $819.2M |
| Pension and profit sharing plans | Fewer than 5 | $3.4M |
| Individuals (other than high net worth individuals) | 243 | $104.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.