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| Frisch Financial Group Inc
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|---|---|
| CRD # | 126524 |
| SEC # | 801-62300 |
| CIK # | 0001767730 |
| AUM | 931.6 M (2026-04-10) |
| Employees | 18 (39% Investors, 0% Brokers) |
| Phone | 516-694-7900 |
| Address | 445 Broad Hollow Road Melville, NY 11747 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 23.7 | ||
| Apple Inc | 17.2 | ||
| J P Morgan Chase & Co | 10.8 | ||
| Johnson & Johnson | 10.4 | ||
| Microsoft Corp | 9.5 | ||
| Nvidia Corp | 6.7 | ||
| Amazon Com Inc | 5.0 | ||
| Alphabet Inc | 3.6 | ||
| Facebook Inc | 3.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 104.4 |
| (b) Individuals (high net worth individuals) | 358 | 819.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.4 |
| (h) Charitable organizations | 0 | 4.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,759 | 931.6 |
| By Discretionary | ||
| Discretionary | 1,726 | 893.2 |
| Non-Discretionary | 33 | 38.3 |
| Total | 1,759 | 931.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.3 | |
| United States Persons | 927.3 | |
| Total | 1,759 | 931.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767730] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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