Daniel Frishberg Financial Services, Inc. (San Antonio)


Daniel Frishberg Financial Services, Inc. is a large advisory firm based in San Antonio. It manages $175.03 million of regulatory assets for 1,466 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Colorado, Florida, Illinois, and 5 other states.

Daniel Frishberg Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Daniel Frishberg Financial Services: assets under management

The assets under management (AUM) of Daniel Frishberg Financial Services, Inc. is $175.03 million. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $175 million in discretionary accounts and $30 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $119.45 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $30 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Daniel Frishberg Financial Services, Inc. for their services and products based on a percentage of assets under management, subscription fees, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Daniel Frishberg Financial Services, Inc.

Daniel Sholom Frishberg has been acting as President since 1 Jan 1997. Albert Fase Kaleta joined the executive team most recently as the Vice President & Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Daniel Sholom Frishberg President 1 Jan 1997 50% - 75% 1322263
Albert Fase Kaleta Vice president & chief compliance officer 1 May 2002 25% - 50% 2226353

Based in San Antonio

The principal office where Daniel Frishberg Financial Services, Inc. performs its advisory services is located at 13750 San Pedro Avenue, San Antonio, TX 78232, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 210-342-6999 or by fax 210-342-8505. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.themoneyman.com.

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