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FRISCH FINANCIAL GROUP, INC.
CRD 126524File 801-62300
APPROVED
Retail clients
Custody
Filing as of Apr 10, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16 | 18 | increased by2 |
| Apr 1, 2026 | Clients | 546 | 601 | increased by55 |
| Apr 1, 2026 | AUM | $789,658,037 | $931,564,656 | increased by$141,906,619 |
| Apr 1, 2026 | Accounts | 1,625 | 1,759 | increased by134 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 16 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 484 | 546 | increased by62 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $660,581,026 | $789,658,037 | increased by$129,077,011 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,430 | 1,625 | increased by195 |
| Apr 1, 2022 | Employees | 10 | 12 | increased by2 |
| Apr 1, 2022 | Clients | 465 | 484 | increased by19 |
| Apr 1, 2022 | AUM | $564,931,926 | $660,581,026 | increased by$95,649,100 |
| Apr 1, 2022 | Accounts | 1,375 | 1,430 | increased by55 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FRISCH FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FRISCH FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.