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Home > Retirement Planners > new york > melville > FRISCH FINANCIAL GROUP, INC.
FRISCH FINANCIAL GROUP, INC.
445 Broad Hollow Road
Suite 215
Melville, New York 11747
Tel: 516-694-7900
About FRISCH FINANCIAL GROUP, INC.
FRISCH FINANCIAL GROUP, INC, formally registered with the SEC as FRISCH FINANCIAL GROUP, INC. The firm was established in 08/21/2003. They have over 4 offices throughout the country.
FRISCH FINANCIAL GROUP, INC. is a Melville, New York based Financial Planning firm with nearly $720,848,515 assets under management, offering retirement planning & investment advisory services to 1539 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 126524 |
| SEC# | 801-62300 |
| Assets Managed by Firm | $720,848,515 |
| No. of Clients | 1539 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1539 | $720,848,515 |
| Individuals (other than high net worth individuals) | 274 | $129,603,629 |
| High net worth individuals | 250 | $579,721,546 |
| Pension and profit sharing plans | Fewer than 5 clients | $6,879,395 |
| Charitable organizations | Fewer than 5 clients | $3,833,194 |
| Corporations or other businesses | Fewer than 5 clients | $810,751 |
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