Joyce
Streithorst
Frisch Financial Group, Inc
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About this Advisor
Joyce Streithorst is a certified financial planner working out of Melville, New York who has 12 years of industry experience. Streithorst is an employee of Frisch Financial Group, Inc. They have worked at Frisch Financial Group, Inc for their total career. Streithorst is approved to operate in Florida, New York and Texas. Frisch Financial Group, Inc is an advisory business operating out of Melville, NY. The investment advisory business has offices in three locations and a total of 14 people on staff. It manages $592 million in assets among its 1,460 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 1,460 customer accounts, 45% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically are based on the type of services provided. However, fee types billed by Frisch Financial Group, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Frisch Financial Group, Inc Brokerage Details
$591,563,808
14
1,460
$405,181
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Joyce Streithorst Work History
Joyce has been registered as a financial advisor for 12 years.*
Frisch Financial Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joyce Streithorst to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Frisch Financial Group, Inc
Melville, NY
Melville, NY
Melville, NY
Melville, NY
Melville, NY
Melville, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
