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Frisch Financial Group, Inc.
Frisch Financial Group, Inc. is a registered investment adviser headquartered in Melville, New York. Founded in 1999, the firm primarily serves high-net-worth individuals, non-high-net-worth individuals, and select pension and profit sharing plans, with over 15 employees. The team includes CERTIFIED FINANCIAL PLANNER™ professionals and other credentialed staff. Frisch Financial operates with a fiduciary standard, offering fee-only wealth management and investment advisory services to clients across New York and Florida.
Investment Strategy
Frisch Financial Group provides customized investment management focused on each client’s financial goals, risk tolerance, and time horizon. The firm creates diversified portfolios, investing across equities, fixed income, and other asset classes, emphasizing long-term growth and risk management. Their approach includes disciplined asset allocation, tax efficiency, and personalized financial planning, ensuring strategies are tailored for high-net-worth and other individual clients while maintaining a fiduciary responsibility. All investment advice is provided on a fee-only basis, with no commissions, allowing for objective and conflict-free guidance.
Latest 13F Filing Activity
Frisch Financial Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 143 equity positions with a total 13F market value of $409M. The fund increased holdings in J P Morgan Exchange Traded F, Ishares TR, Vanguard Index FDS among other positions. Frisch Financial Group, Inc. reduced exposure to Ishares TR, SPDR Series Trust, Apple Inc. among others.
Top Holdings
Equity Positions (143)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPST | J P MORGAN EXCHANGE TRADED F | 7.50% | $30.6M | 604,678 | $50.47 | $50.68 | +$15.6M |
R RSP | INVESCO EXCHANGE TRADED FD T | 6.88% | $28.1M | 154,620 | $154.34 | $181.74 | +$256.0K |
V VTV | VANGUARD INDEX FDS | 5.76% | $23.5M | 132,453 | $158.31 | $176.74 | +$3.8M |
Q QQQE | DIREXION SHS ETF TR | 5.44% | $22.2M | 225,817 | $83.93 | $98.31 | +$1.3M |
I IBDW | ISHARES TR | 4.64% | $19.0M | 901,284 | $20.79 | $21.04 | +$2.5M |
Industry Allocation
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