MIRSKY FINANCIAL MANAGEMENT CORP.

HTTP://WWW.MIRSKYFINANCIAL.COM ROCHESTER, NY Investment Advisor How do I update this listing?

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 $260,791,320 (Form ADV from 2021-04-22). Their last reported 13F filing for Q1 2021 included $215,471,000 in managed 13F securities and a top 10 holdings concentration of 59.4%. Mirsky Financial Management Corp.'s largest holding is iShares Core U.S. Aggregate Bond ETF with shares held of 199,557. Whalewisdom has at least 10 13F filings

Download 13F Summary Create Alert

03/31/2021

13F Activity

  • Market Value $215.471 Million
  • Prior Market Value $194.387 Million
  • New Purchases8 stocks
  • Additional Purchases18 stocks
  • Sold out of1 stock
  • Reduced holdings in17 stocks
  • Top 10 Holdings % 59.40 %
  • Turnover % [1]:19.57%
  • Turnover Alt % [2]: 0.65 %
  • Time Held Top20:7.10 quarters
  • Time Held Top10:6.70 quarters
  • Time Held All:5.59 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.

03/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-05-17

Performance for Q1 2021: 4.17%
Performance Last 4 Quarters: 23.99%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

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

Sign in to see

Insider Transactions in the past year

Loading...

MIRSKY FINANCIAL MANAGEMENT CORP.

ownership team - last updated 2021-03-29
Name Title Start Date Direct/Indirect % Ownership
MIRSKY, DAVID, BRUCE PRESIDENT 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, CHIEF COMPLIANCE OFFICER 11/01/2020 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 2020-11-18
Name Title Start Date Direct/Indirect % Ownership
MIRSKY, DAVID, BRUCE PRESIDENT 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, CHIEF COMPLIANCE OFFICER 11/01/2020 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 2020-07-17
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 2020-06-30
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 2020-03-16
Name Title Start Date Direct/Indirect % Ownership

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

Elevate your investments