Frisch Financial Group Revenue

Financial Services • Melville, New York, United States • 11-20 Employees

Frisch Financial Group revenue & valuation

Annual revenue	$4,012,500
Revenue per employee	$212,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$12,900,000
Total funding	No funding

Key Contacts at Frisch Financial Group

David Frisch

Founder | Ceo

Joyce Streithorst

Director Of Financial Planning

Peter Vitale

Director Of Business Development

Company overview

Headquarters	445 Broad Hollow Road, Suite 215, Melville, NY 11747, US
Phone number	+15166947901
Website	frischfinancial.com
NAICS	52
SIC	628
Keywords	Executive Compensation, Financial Planning, Investment Management, Small Business Owners, Multi-Generational Wealth Management
Founded	1999
Employees	11-20
Socials

Frisch Financial Group Email Formats

Frisch Financial Group uses 2 email formats. The most common is {first initial} (e.g., j@frischfinancial.com), used 88.2% of the time.

Format	Example	Percentage
{first initial}	j@frischfinancial.com	88.2%
{first name}	john@frischfinancial.com	11.8%

About Frisch Financial Group

At Frisch Financial Group we help our clients protect, preserve, and enhance their wealth through our investment management expertise and financial planning services. Founded in 1999, Frisch Financial Group provides a boutique experience with a personalized, high-touch approach to customizing your roadmap to financial success. We are fee-only, fiduciary advisors, legally and ethically bound to work in our clients best interest. Twenty-plus years in business has taught us a great deal, especially how to provide exceptional service, earn trust, and how to counsel individuals and families to make wise, informed financial decisions so our clients can achieve their milestones and dreams. The Frisch Financial Group bridges our client’s long-term financial wellness, by combining our expertise in investment management and financial planning into one holistic approach.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Director

Employees by Department

Frisch Financial Group has 12 employees across 6 departments.

Departments

Number of employees

Funding Data

Frisch Financial Group has never raised funding before.

Frisch Financial Group Tech Stack

Discover the technologies and tools that power Frisch Financial Group's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

Slick

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

MonsterInsights

Analytics

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Google Analytics

Analytics

Frequently asked questions

Frisch Financial Group is located in Melville, New York, US.

You can reach Frisch Financial Group at +15166947901.

Frisch Financial Group generates an estimated annual revenue of $4,012,500. This revenue figure reflects the company's market position and business performance in its industry.

Frisch Financial Group has an estimated valuation of $12,900,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Frisch Financial Group was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

Frisch Financial Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Frisch Financial Group

David Frisch

Founder | Ceo

Joyce Streithorst

Director Of Financial Planning

Peter Vitale

Director Of Business Development

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