# DANIEL FRISHBERG FINANCIAL SERVICES, INC.

DANIEL FRISHBERG FINANCIAL SERVICES, INC. of SAN ANTONIO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 109248
- Type: SEC-registered investment adviser
- SEC file number: 801-56278
- Location: 13750 SAN PEDRO AVENUE, SUITE 800, SAN ANTONIO, TX, 78232
- Phone: 210-342-6999
- Latest filing: 2010-03-31
- Regulatory AUM: $175.0M
- Discretionary AUM: $175.0M
- Non-discretionary AUM: $30K
- Clients: 11
- Accounts: 1,466

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Stewart Martin | MINORITY OWNER; SECRETARY/TREASURER | Williston, VT |
| FRISHBERG DANIEL SHOLOM | CEO; PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| JORDAN RICHARD DON | SECRETARY/TREASURER; SECRETARY/TREASURER & CHIEF OPERATING OFFICER; VICE PRESIDENT (+1 more) | — |
| KALETA ALBERT FASE | SECRETARY/TREASURER; SECRETARY/TREASURER & CHIEF COMPLIANCE OFFICER; VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| KELLER THOMAS | CHIEF COMPLIANCE OFFICER | — |
| BELING CRAIG THOMAS | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109248/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109248/similar
- Related entities: https://search.stillhousedata.com/firm/109248/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109248

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.