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Frishberg Daniel Financial Services Inc (San Antonio)


Frishberg Daniel Financial Services Inc is a large advisory firm based in San Antonio. It manages $150.15 million of regulatory assets for 1,466 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Florida, Illinois, and 5 other states.

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Frishberg Daniel 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.

Frishberg Daniel Financial Services: assets under management

The assets under management (AUM) of Frishberg Daniel Financial Services Inc is $150.15 million. The firm's AUM has grown by 206% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $150.12 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 $102.47 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 Frishberg Daniel Financial Services Inc for their services and products based on a percentage of assets under management, subscription fees, and fixed fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Antonio

The principal office where Frishberg Daniel 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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