2200 Georgetown Drive
Suite 302
Sewickley, Pennsylvania 15143
Tel: 412-227-3200
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$7,909,760,294,676 | 209 | 980 | |
$501,645,588,245 | 80 | 101 | |
$432,749,681,046 | 153 | 262 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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