FRISCH FINANCIAL GROUP, INC.
CRD #126524 SEC #801-62300 MELVILLE, NY 516-694-7900
SEC Registered
Total AUM
$789.7M
Discretionary
$746.7M
Employees
16
Clients
101
Accounts
1,625
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $789.7M | $746.7M | $43M | 16 | 1 |
| Feb 2025 | $720.8M | $683.6M | $37.2M | 15 | 1 |
| Mar 2024 | $720.8M | $683.6M | $37.2M | 15 | 1 |
| Mar 2023 | $591.6M | $555M | $36.6M | 14 | 1 |
| Mar 2022 | $660.6M | $629.8M | $30.8M | 12 | 1 |
| Dec 2021 | $564.9M | $527M | $37.9M | 10 | 1 |
| Sep 2021 | $564.9M | $527M | $37.9M | 10 | 1 |
| Apr 2021 | $564.9M | $527M | $37.9M | 10 | 1 |
| Mar 2021 | $564.9M | $527M | $37.9M | 10 | 1 |
| Mar 2021 | $564.9M | $527M | $37.9M | 11 | 1 |
| Jun 2020 | $480.9M | $431.2M | $49.7M | 12 | 1 |
| Mar 2020 | $480.9M | $431.2M | $49.7M | 12 | 1 |
| Mar 2019 | $409.1M | $373.7M | $35.4M | 13 | 5 |
| Nov 2018 | $441.7M | $367.9M | $73.8M | 13 | 8 |
| Sep 2018 | $441.7M | $367.9M | $73.8M | 13 | 8 |
| Mar 2018 | $441.7M | $367.9M | $73.8M | 13 | 8 |
| Sep 2017 | $370.7M | $320.6M | $50.2M | 13 | 400 |
| Mar 2017 | $370.7M | $320.6M | $50.2M | 13 | 400 |
| Mar 2016 | $334.8M | $294.9M | $39.8M | 13 | 400 |
| Jul 2015 | $350.8M | $310.4M | $40.3M | 12 | 400 |
| Mar 2015 | $350.8M | $310.4M | $40.3M | 12 | 400 |
| Mar 2014 | $288.2M | $247.6M | $40.6M | 9 | 400 |
| Mar 2013 | $267.6M | $231M | $36.6M | 12 | 400 |
| Jan 2013 | $230.4M | $205.9M | $24.4M | 9 | 300 |
| Jan 2013 | $230.4M | $205.9M | $24.4M | 9 | 300 |
| Sep 2012 | $230.4M | $205.9M | $24.4M | 6 | 300 |
| Feb 2012 | $230.4M | $205.9M | $24.4M | 6 | 300 |
| Aug 2011 | $216.1M | $192.3M | $23.8M | 10 | -- |
| Aug 2011 | $216.1M | $192.3M | $23.8M | 10 | -- |
| Jul 2011 | $216.1M | $192.3M | $23.8M | 10 | -- |
| Jun 2011 | $216.1M | $192.3M | $23.8M | 10 | -- |
| Mar 2011 | $216.1M | $192.3M | $23.8M | 10 | -- |
| Jul 2010 | $196.7M | $171.7M | $25M | 10 | -- |
| Feb 2008 | $144.5M | $110.6M | $33.9M | 10 | -- |
| Aug 2007 | $131.7M | $92.8M | $38.9M | 10 | -- |
| Mar 2007 | $131.7M | $92.8M | $38.9M | 10 | -- |
| Jan 2007 | $85.2M | $60.4M | $24.8M | 10 | -- |
| Mar 2006 | $85.2M | $60.4M | $24.8M | 10 | -- |
| Mar 2006 | $85.2M | $60.4M | $24.8M | 10 | -- |
| Dec 2005 | $57M | $32.2M | $24.7M | 5 | -- |
| Feb 2005 | $57M | $32.2M | $24.7M | 5 | -- |
DateMar 2025
Total AUM$789.7M
Discretionary$746.7M
Non-Disc.$43M
Employees16
Clients1
DateFeb 2025
Total AUM$720.8M
Discretionary$683.6M
Non-Disc.$37.2M
Employees15
Clients1
DateMar 2024
Total AUM$720.8M
Discretionary$683.6M
Non-Disc.$37.2M
Employees15
Clients1
DateMar 2023
Total AUM$591.6M
Discretionary$555M
Non-Disc.$36.6M
Employees14
Clients1
DateMar 2022
Total AUM$660.6M
Discretionary$629.8M
Non-Disc.$30.8M
Employees12
Clients1
DateDec 2021
Total AUM$564.9M
Discretionary$527M
Non-Disc.$37.9M
Employees10
Clients1
DateSep 2021
Total AUM$564.9M
Discretionary$527M
Non-Disc.$37.9M
Employees10
Clients1
DateApr 2021
Total AUM$564.9M
Discretionary$527M
Non-Disc.$37.9M
Employees10
Clients1
DateMar 2021
Total AUM$564.9M
Discretionary$527M
Non-Disc.$37.9M
Employees10
Clients1
DateMar 2021
Total AUM$564.9M
Discretionary$527M
Non-Disc.$37.9M
Employees11
Clients1
DateJun 2020
Total AUM$480.9M
Discretionary$431.2M
Non-Disc.$49.7M
Employees12
Clients1
DateMar 2020
Total AUM$480.9M
Discretionary$431.2M
Non-Disc.$49.7M
Employees12
Clients1
DateMar 2019
Total AUM$409.1M
Discretionary$373.7M
Non-Disc.$35.4M
Employees13
Clients5
DateNov 2018
Total AUM$441.7M
Discretionary$367.9M
Non-Disc.$73.8M
Employees13
Clients8
DateSep 2018
Total AUM$441.7M
Discretionary$367.9M
Non-Disc.$73.8M
Employees13
Clients8
DateMar 2018
Total AUM$441.7M
Discretionary$367.9M
Non-Disc.$73.8M
Employees13
Clients8
DateSep 2017
Total AUM$370.7M
Discretionary$320.6M
Non-Disc.$50.2M
Employees13
Clients400
DateMar 2017
Total AUM$370.7M
Discretionary$320.6M
Non-Disc.$50.2M
Employees13
Clients400
DateMar 2016
Total AUM$334.8M
Discretionary$294.9M
Non-Disc.$39.8M
Employees13
Clients400
DateJul 2015
Total AUM$350.8M
Discretionary$310.4M
Non-Disc.$40.3M
Employees12
Clients400
DateMar 2015
Total AUM$350.8M
Discretionary$310.4M
Non-Disc.$40.3M
Employees12
Clients400
DateMar 2014
Total AUM$288.2M
Discretionary$247.6M
Non-Disc.$40.6M
Employees9
Clients400
DateMar 2013
Total AUM$267.6M
Discretionary$231M
Non-Disc.$36.6M
Employees12
Clients400
DateJan 2013
Total AUM$230.4M
Discretionary$205.9M
Non-Disc.$24.4M
Employees9
Clients300
DateJan 2013
Total AUM$230.4M
Discretionary$205.9M
Non-Disc.$24.4M
Employees9
Clients300
DateSep 2012
Total AUM$230.4M
Discretionary$205.9M
Non-Disc.$24.4M
Employees6
Clients300
DateFeb 2012
Total AUM$230.4M
Discretionary$205.9M
Non-Disc.$24.4M
Employees6
Clients300
DateAug 2011
Total AUM$216.1M
Discretionary$192.3M
Non-Disc.$23.8M
Employees10
Clients--
DateAug 2011
Total AUM$216.1M
Discretionary$192.3M
Non-Disc.$23.8M
Employees10
Clients--
DateJul 2011
Total AUM$216.1M
Discretionary$192.3M
Non-Disc.$23.8M
Employees10
Clients--
DateJun 2011
Total AUM$216.1M
Discretionary$192.3M
Non-Disc.$23.8M
Employees10
Clients--
DateMar 2011
Total AUM$216.1M
Discretionary$192.3M
Non-Disc.$23.8M
Employees10
Clients--
DateJul 2010
Total AUM$196.7M
Discretionary$171.7M
Non-Disc.$25M
Employees10
Clients--
DateFeb 2008
Total AUM$144.5M
Discretionary$110.6M
Non-Disc.$33.9M
Employees10
Clients--
DateAug 2007
Total AUM$131.7M
Discretionary$92.8M
Non-Disc.$38.9M
Employees10
Clients--
DateMar 2007
Total AUM$131.7M
Discretionary$92.8M
Non-Disc.$38.9M
Employees10
Clients--
DateJan 2007
Total AUM$85.2M
Discretionary$60.4M
Non-Disc.$24.8M
Employees10
Clients--
DateMar 2006
Total AUM$85.2M
Discretionary$60.4M
Non-Disc.$24.8M
Employees10
Clients--
DateMar 2006
Total AUM$85.2M
Discretionary$60.4M
Non-Disc.$24.8M
Employees10
Clients--
DateDec 2005
Total AUM$57M
Discretionary$32.2M
Non-Disc.$24.7M
Employees5
Clients--
DateFeb 2005
Total AUM$57M
Discretionary$32.2M
Non-Disc.$24.7M
Employees5
Clients--