Frisch Financial Group Review

Trust Score 96%
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Last updated: August 16th, 2019. Data source: SEC filings.

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Frisch Financial Group, federally registered in 2003, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 5 advisors. Frisch Financial Group manages $409.1 million and provides investment advisory services for 459 clients (1:92 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $891,260
Hybrid Advisor No
Disciplinary History No
Total AUM $409.1 million
Advisor / Client Ratio 1:92
Headquarters Melville, NY
SEC Filings Forms and Brochures    (CRD # 126524)
State(s) Registered CA, CT, FL, NH, NJ, NY, TX

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