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FRAGASSO FINANCIAL ADVISORS
610 Smithfield Street
Suite 400
Pittsburgh, Pennsylvania 15222
Tel: 412-227-3200
About FRAGASSO FINANCIAL ADVISORS
FRAGASSO FINANCIAL ADVISORS, formally registered with the SEC as FRAGASSO FINANCIAL ADVISORS. The firm was established in 09/12/2012. They have over 6 offices throughout the country.
FRAGASSO FINANCIAL ADVISORS is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $1,787,815,842 assets under management, offering retirement planning & investment advisory services to 5076 clients. The firm is staffed with 36 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 123255 |
| SEC# | 801-77097 |
| Assets Managed by Firm | $1,787,815,842 |
| No. of Clients | 5076 |
| No. of Advisors | 36 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5076 | $1,787,815,842 |
| Individuals (other than high net worth individuals) | 1542 | $511,396,612 |
| High net worth individuals | 415 | $1,045,272,333 |
| Pension and profit sharing plans | 94 | $169,857,600 |
| Charitable organizations | 30 | $54,537,584 |
| Corporations or other businesses | 9 | $6,751,713 |
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