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

More Retirement Planning firms in Melville, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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