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FRAGASSO FINANCIAL ADVISORS

2200 Georgetown Drive
Suite 302
Sewickley, Pennsylvania 15143
Tel: 412-227-3200

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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 StatusApproved
Firm CRD#123255
SEC#801-77097
Assets Managed by Firm$2,422,371,738
No. of Clients5442
No. of Advisors35

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 ClientsAUM
Firm Total5442$2,422,371,738
Individuals (other than high net worth individuals)1393$473,168,541
High net worth individuals608$1,651,576,295
Pension and profit sharing plans80$236,796,266
Charitable organizations30$53,474,273
Corporations or other businesses15$7,356,363

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