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FRISCH FINANCIAL GROUP, INC.

MELVILLE, NY · CRD 126524 · IAPD ↗ · frischfinancial.com · 516-694-7900

$931.6MRegulatory AUM
7Advisory reps
18Employees
0Clients
101-250Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — FRISCH FINANCIAL GROUP, INC. notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — FRISCH FINANCIAL GROUP, INC. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — FRISCH FINANCIAL GROUP, INC. added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
March 2025 — FRISCH FINANCIAL GROUP, INC. notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.