Frisch Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Melville, NY. Its latest Form ADV filing, dated April 10, 2026, reports $932M in regulatory assets under management, 18 employees, 4 offices, and 1,759 accounts.
Assets Under Management
$932M
Employees
18
Offices
4 offices
Total Clients
601
Primary office
MELVILLE, NY
445 BROAD HOLLOW ROAD, SUITE 215, MELVILLE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.6% of total clients.
Top client categories% of clientsClients
1
HNWI
59.6%
358
2
Individuals
40.4%
243
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$932Mas of April 10, 2026
Discretionary95.9%
$893M
96% of total RAUM95.9%
Non-discretionary4.1%
$38M
4% of total RAUM4.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$932M
Total Accounts1,759
10Y AUM Change+$561M (+151.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee33:1
10Y Employee Change+5 (+38.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.