LP Profile

Frisch Financial Group

Also known as frisch financial

Wealth ManagerMelville, United StatesFounded 1999
$661M
Assets Under Management
Melville
Headquarters
Investment Focus

About Frisch Financial Group

At Frisch Financial Group, we are dedicated to helping our clients protect, preserve, and enhance their wealth through our investment management expertise and financial planning services.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Frisch Financial Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$931.6M
Total Clients
1,759
Filing Date
April 10, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Frisch Financial Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Frisch Financial Group?

Frisch Financial Group is a wealth manager based in Melville, United States, managing approximately $661M in assets.

Where is Frisch Financial Group headquartered?

Frisch Financial Group is headquartered in Melville, United States.

How much does Frisch Financial Group manage?

Frisch Financial Group manages approximately $661M in assets under management.

When was Frisch Financial Group founded?

Frisch Financial Group was founded in 1999.

How can I contact Frisch Financial Group?

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