FRISCH FINANCIAL GROUP, INC. of MELVILLE, NY is an SEC-registered investment adviser (CRD 126524). Regulatory assets under management: $931.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |