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Jason Matthew Sacks

FRISCH FINANCIAL GROUP, INC.·MELVILLE, New York
Unclaimed Profile
445 BROAD HOLLOW ROAD, MELVILLE, NY 11747CRD# 2902189Firm CRD# 126524
01

About

Jason Matthew Sacks is a registered financial advisor based in MELVILLE, New York, affiliated with FRISCH FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FRISCH FINANCIAL GROUP, INC.
FRISCH FINANCIAL GROUP, INC.
AUM
$721M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at FRISCH FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2902189
Firm CRD# 126524
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jason Matthew Sacks offer?
Jason Matthew Sacks specializes in Financial Planning, Investment Management. Contact their office in MELVILLE, New York for a consultation.
What are Jason Matthew Sacks's credentials?
Jason Matthew Sacks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Matthew Sacks located?
Jason Matthew Sacks is based in MELVILLE, New York, working with FRISCH FINANCIAL GROUP, INC.. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.
How does Jason Matthew Sacks charge for services?
Jason Matthew Sacks's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRISCH FINANCIAL GROUP, INC.?
FRISCH FINANCIAL GROUP, INC. has approximately 15 employees and manages $721M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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