RIA Intel›Advisers›New York›FRISCH FINANCIAL GROUP, INC.

FRISCH FINANCIAL GROUP, INC.

Advisory

N·MELVILLE, NY

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$932M

1-Year AUM Growth

+9.6%

3-Year CAGR

+6.1%

Employees

7

Assets Under Management

Total AUM$932M

Discretionary AUM$893M

Non-Discretionary AUM$38M

Discretionary %95.9%

Total Clients546

Team

Total Employees7

Investment Advisers18

Employee Growth (1Y)—

Filing History

Total Filings on Record48

First FilingAug 19, 2003

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 48 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FRISCH FINANCIAL GROUP, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.