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Building 2FRAGASSO FINANCIAL ADVISORS

Map pinSEWICKLEY, PA
Phone412-227-3200
NotebookSEC #801-77097
Total AUM
$2.8B
Employees
35
Clients
2,205

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2200 GEORGETOWN DRIVE
SUITE 302
SEWICKLEY
PA 15143
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
412-227-3200
Other Offices
3

ReceiptFinancials

Total AUM
$2.8B
Accounts
5,753
Discretionary
$2.8B
Accounts
5,753
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,315
AUM
$469.3M
HNW Individual Clients
758
AUM
$2.3B
Pension/Profit Sharing Plan Clients
83
AUM
$43M
Charitable Organization Clients
36
AUM
$56.7M
Corporation or Business Clients
13
AUM
$6.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCDEFLGAILKSLAMAMDMINCNENHNJNYOHPASCTNTXVAWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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