Frisch Financial Group Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Frisch Financial Group Inc
CRD #126524
SEC #801-62300
CIK #0001767730
AUM $480.9 MM (90% Disc, 100% US, 2020-06-24)
Employees 12 (42% Investors, 0% Brokers)
Phone516-694-7900
Address445 Broad Hollow Road
Melville, NY 11747
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
50040030020010002003200920152021
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 674,750.0 14.5
GOOG 706,640.0 7.6
BRKA 7.6
MSFT 747,660.0 6.3
AMZN 733,590.0 6.0
JPM 324,630.0 4.5
CVS 84,730.0 3.8
DIS 163,230.0 2.4
HD 194,080.0 1.8
TSLA 51,580.0 1.6
View All
Holdings by Sector ($MM)
2502001501005002017201820192021
EDGAR Form CIK 2011 - 2021
13F-HR [0001767730]
Comparable Firms State AUM ($BB)
Tillman Hartley LLC
TN 0.5
Investment Advisors Asset Management LLC
PA 0.5
Clear Perspective Advisors LLC
IL 0.5
Financial Partners Group LLC
TN 0.5
Leogroup Wealth Solutions LLC
NJ 0.5
Burleson & Company LLC
CA 0.5
Traynor Capital Management Inc
PA 0.5
Fiduciary Advisors LLC
PA 0.5
Claremont Capital Management LLC
AZ 0.5
Optima Asset Management Inc
TX 0.5
Terms | Privacy | Guide
tony@aum13f.com