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| Happy Holidays!! thanks for using AUM13F!! |
| Frisch Financial Group Inc
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| CRD # | 126524 |
| SEC # | 801-62300 |
| CIK # | 0001767730 |
| AUM | $789.7 M (2025-03-28) |
| Employees | 16 (44% Investors, 0% Brokers) |
| Phone | 516-694-7900 |
| Address | 445 Broad Hollow Road Melville, NY 11747 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 2.4 | ||
| Lilly Eli & Co | 2.2 | ||
| Goldman Sachs Group Inc | 1.9 | ||
| Verizon Communications Inc | 1.7 | ||
| Exxon Mobil Corp | 1.5 | ||
| VISA Inc | 1.5 | ||
| AbbVie Inc | 1.4 | ||
| Consolidated Edison Inc | 1.4 | ||
| Schwab Charles Corp | 1.4 | ||
| UnitedHealth Group Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 111.2 |
| (b) Individuals (high net worth individuals) | 296 | 666.6 |
| (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 | 7.6 |
| (h) Charitable organizations | 0 | 4.1 |
| (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 | 1,625 | 789.7 |
| By Discretionary | ||
| Discretionary | 1,584 | 746.7 |
| Non-Discretionary | 41 | 43.0 |
| Total | 1,625 | 789.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.8 | |
| United States Persons | 783.9 | |
| Total | 1,625 | 789.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767730] |
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Sage Rhino Capital LLC
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Consilium Wealth Management LLC
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