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Home > Retirement Planners > pennsylvania > sewickley > FRAGASSO FINANCIAL ADVISORS
FRAGASSO FINANCIAL ADVISORS
2200 Georgetown Drive
Suite 302
Sewickley, Pennsylvania 15143
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 3 offices throughout the country.
FRAGASSO FINANCIAL ADVISORS is a Sewickley, Pennsylvania based Financial Planning firm with nearly $2,422,371,738 assets under management, offering retirement planning & investment advisory services to 5442 clients. The firm is staffed with 35 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123255 |
| SEC# | 801-77097 |
| Assets Managed by Firm | $2,422,371,738 |
| No. of Clients | 5442 |
| No. of Advisors | 35 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5442 | $2,422,371,738 |
| Individuals (other than high net worth individuals) | 1393 | $473,168,541 |
| High net worth individuals | 608 | $1,651,576,295 |
| Pension and profit sharing plans | 80 | $236,796,266 |
| Charitable organizations | 30 | $53,474,273 |
| Corporations or other businesses | 15 | $7,356,363 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
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| $190,960,333,268 | 377 | 657 |
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