# FRISCH FINANCIAL GROUP, INC.

FRISCH FINANCIAL GROUP, INC. of MELVILLE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 126524
- Type: SEC-registered investment adviser
- SEC file number: 801-62300
- Location: 445 BROAD HOLLOW ROAD, SUITE 215, MELVILLE, NY, 11747
- Phone: 516-694-7900
- Latest filing: 2026-04-10
- Regulatory AUM: $931.6M
- Discretionary AUM: $893.2M
- Non-discretionary AUM: $38.3M
- Clients: 18
- Accounts: 1,759

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| David Andrew Frisch | CHIEF EXECUTIVE OFFICER / SHAREHOLDER; PRESIDENT / SHAREHOLDER | — |
| Joyce Ann Streithorst | CHIEF COMPLIANCE OFFICER / SHAREHOLDER | — |
| Jason Matthew Sacks | PRESIDENT/SHAREHOLDER; SHAREHOLDER | — |
| Shawn Patrick Gallagher | SHAREHOLDER | — |
| FRISCH DAVID ANDREW | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT / MANAGING PARTNER (+2 more) | — |
| GALLAGHER CONOR PATRICK | SHAREHOLDER | — |
| STREITHORST JOYCE ANN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / DIRECTOR OF FINANCIAL PLANNING; CHIEF COMPLIANCE OFFICER / PARTNER (+1 more) | — |
| SACKS JASON MATTHEW | PARTNER; SHAREHOLDER | — |
| DAVIES DENISE | CHIEF OPERATING OFFICER | — |
| FRISCH HAROLD SOL | CHIEF FINANCIAL OFFICER | — |
| JACKSON VIVIAN DENISE | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126524/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126524/similar
- Related entities: https://search.stillhousedata.com/firm/126524/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126524

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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.