$931.6M Total AUM
$893.2M Disc. AUM
16.3% 3Y CAGR
18 Employees
601 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Ember elementCrest matrix
- Established Date
- 08-21-2003
- Office Locations
- 1
Office Locations
445 Broad Hollow Road Suite 215 Melville NY
About Frisch Financial Group, Inc.
Frisch Financial Group is a fee-only RIA providing investment management and financial planning for individuals and families, focused on protecting, preserving, and enhancing wealth. The firm follows a structured “Frisch Process” and emphasizes ongoing communication and unbiased advice (no product sales). Client portfolios are primarily implemented with public funds and ETFs, alongside fixed income and cash; custody includes Schwab.
Team overview
47 AVG AGE
$133.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
10.3 yrs AVG TENURE
18 Employees
7 Advisory Reps
6 RIA Reps
22yrs Firm Age
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Asset Classes
Vector Eagle beacon Pioneer Eagle Quantum Pathway capital
Client Personas
Bridge North
Custodian
Peak Beacon Wave Bridge foundation
Investment Themes
Crest Pathway momentum Ember element Wave
Investment Vehicles
Ridge frontier Harbor Focus frontier
Platform
Peak
Services
Fusion timber Value catalyst Element optima Unison Legacy eagle Pathway crest Glacier ridge North Horizon pioneer Capital fusion Radial Summit momentum
Technology
Glacier Element
Owner & Executives
DAVID ANDREW FRISCH
Chief Executive Officer, Founder
- CRD
- #4547053
- Ownership
- 75% or more
(504) 752-1601
horizon.north@pathwaycapital.com
in linkedin.com/in/vector-north
JASON MATTHEW SACKS
President, Wealth Advisor
- CRD
- #2902189
- Ownership
- 5% but less than 10%
(216) 511-6316
capital.alpha@crestcapital.com
in linkedin.com/in/catalyst-matrix
P
Peak unison
Insight peak signal
- CRD
- #78293
- Ownership
- 12.0%
(307) 679-5495
fusion.prime@beaconcapital.com
in linkedin.com/in/frontier-pathway
Showing 2 of 4 owners & executives
Unlock allContacts
J
JOSIAH CHOY
Analyst
- CRD
- #5687874
(782) 563-3523
vital.glacier@zenithcapital.com
in linkedin.com/in/legacy-ember
L
Li Gettleman
--
- CRD
- #8146724
(276) 738-7297
ember.radial@crestcapital.com
in linkedin.com/in/pioneer-element
M
Matrix insight
Ridge glacier
- CRD
- #16349
(251) 673-4742
harbor.north@elementcapital.com
in linkedin.com/in/unison-fusion
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $893,237,340 | $517,519 |
| Non-Discretionary | $38,327,316 | $1,161,434 |
| Total | $931,564,656 | $529,599 |
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Separately Managed Accounts
Total SMA Asset: $931,564,656
Public Funds:
14.3% Equity - Exchange:
25.1% Corporate - Investment Grade:
22.0% Cash:
9.8% U.S. Government/Agency:
28.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $762,740,155 | 14.3% |
| Equity - Exchange | $1,338,795,657 | 25.1% |
| Corporate - Investment Grade | $1,173,446,392 | 22.0% |
| Cash | $522,717,029 | 9.8% |
| U.S. Government/Agency | $1,536,148,005 | 28.8% |
| Total | $5,333,847,238 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH CREST INSIGHT | OPTIMA FRONTIER | 5VRTQAKL3 | BDQS | 7.46% | $50,437,500 |
| WAVE SIGNAL | RIDGE ALPHA | ETQROSF8K | YPP | 9.13% | $56,578,646 |
| HORIZON VECTOR | TIMBER CREST | N8LYP9I7Z | QEPR | 2.86% | $69,231,223 |
| QUANTUM VALUE EAGLE | RADIAL PRIME | BMFYBNO4X | TQK | 3.52% | $15,628,056 |
| PRIME VERTEX TIMBER | FRONTIER CATALYST | 812E4BYN7 | VSF | 3.94% | $116,796,833 |
| FUSION PRIME | SUMMIT SUMMIT | 8ZOJJSKPE | PDIFT | 8.52% | $26,512,155 |
| OPTIMA VECTOR FUSION | GLACIER WAVE | TPVNMZIWR | VBKJ | 2.98% | $2,930,142 |
| VECTOR SUMMIT SUMMIT | QUANTUM LEGACY | GBG0T1ABB | SEODR | 10.08% | $102,015,803 |