Frisch Financial Group, Inc.

Frisch Financial Group, Inc. is a registered investment adviser established in 1999 in New York, offering investment advisory services and financial planning as a fiduciary. Clients can opt for discretionary and/or non-discretionary services, with fees up to 2.0% of assets managed, subject to a quarterly minimum of $2,500. Frisch Financial may charge for financial planning services separately. The firm's investment philosophy focuses on long-term opportunities and diversification to manage risks. Investment strategies include long-term purchases, short-term purchases, trading, and options. Frisch Financial utilizes various methods of security analysis, such as charting and fundamental analysis. Clients are encouraged to review financial planning issues annually and notify the firm of any changes in financial situations. Frisch Financial does not participate in wrap fee programs and managed over $789 million as of December 31, 2024. The firm may receive economic benefits from third parties, such as support services, without additional client charges. Frisch Financial does not vote client proxies and does not solicit fees exceeding $1,200 in advance. The firm maintains custody of client funds through direct fee debiting and trustee services, with an annual surprise examination conducted for compliance.