MIRSKY FINANCIAL MANAGEMENT CORP.

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Mirsky Financial Management Corp. is based out of Rochester. Mirsky Financial Management Corp. is a large advisory firm with 278 clients and discretionary assets under management (AUM) of $178,985,722 (Form ADV from 2019-03-22). Their last reported 13F filing for Q4 2019 included $153,954,000 in managed 13F securities and a top 10 holdings concentration of 69.77%. Mirsky Financial Management Corp.'s largest holding is iShares Core U.S. Aggregate Bond ETF with shares held of 182,425. Whalewisdom has at least 5 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $153.954 Million
  • Prior Market Value $139.298 Million
  • New Purchases2 stocks
  • Additional Purchases27 stocks
  • Sold out of2 stocks
  • Reduced holdings in3 stocks
  • Top 10 Holdings % 69.77 %
  • Turnover % [1]:11.43%
  • Turnover Alt % [2]: 7.18 %
  • Time Held Top20:3.45 quarters
  • Time Held Top10:3.30 quarters
  • Time Held All:3.57 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 4.14%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MIRSKY FINANCIAL MANAGEMENT CORP.
130C LINDEN OAKS
ROCHESTER NY    14625
Country: United States

Business Phone: (585) 264-1658
Fax: (585) 264-9502
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NY
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 278
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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MIRSKY FINANCIAL MANAGEMENT CORP.

ownership team - last updated 2019-03-22
Name Title Start Date Direct/Indirect % Ownership
MIRSKY, DAVID, BRUCE PRESIDENT/CHIEF COMPLIANCE OFFICER 12/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ALLABASTION WEALTH ADVISORS, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2012-11-01
MIRSKY FINANCIAL MANAGEMENT CORP. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2012-12-01
SALAMONE, BERNARD, LAWRENCE EXECUTIVE VICE PRESIDENT 01/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MIRSKY FINANCIAL MANAGEMENT CORP. EXECUTIVE VICE PRESIDENT direct 2013-01-01

MIRSKY FINANCIAL MANAGEMENT CORP.

ownership team - last updated 2017-03-21
Name Title Start Date Direct/Indirect % Ownership
MIRSKY, DAVID, BRUCE PRESIDENT/CHIEF COMPLIANCE OFFICER 12/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ALLABASTION WEALTH ADVISORS, INC. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2012-11-01
MIRSKY FINANCIAL MANAGEMENT CORP. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2012-12-01
SALAMONE, BERNARD, LAWRENCE EXECUTIVE VICE PRESIDENT 01/01/2013 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MIRSKY FINANCIAL MANAGEMENT CORP. EXECUTIVE VICE PRESIDENT direct 2013-01-01

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