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FRAGASSO FINANCIAL ADVISORS
FRAGASSO FINANCIAL ADVISORS INC.
CRD 123255 · SEC 801-77097
2200 GEORGETOWN DRIVE, SUITE 302, SEWICKLEY, PA, 15143, United States
Phone
412-227-3200
Fax
412-227-3210
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.83B
Discretionary AUM
$2.83B
Team
35 total employees; 28 advisory reps; 24 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1315 | $469.3M |
| High net worth individuals | 758 | $2.26B |
| Pension/profit sharing plans | 83 | $43.0M |
| Charitable organizations | 36 | $56.7M |
| Corporations/business entities | 13 | $6.6M |
States served
AZ, CA, CO, DE, DC, GA, IL, KS, LA, MD, MA, MI, NE, NJ, NY, NC, OH, PA, SC, TN, VA, WV, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/company/fragassoadvisors
- https://www.youtube.com/user/FragassoGroup
- HTTPS://WWW.FRAGASSOADVISORS.COM
- HTTPS://WWW.FACEBOOK.COM/FRAGASSOADVISORS/
- https://twitter.com/FragassoAdvisor
- https://www.fragassopartners.com
- https://canyouaffordtoretire.com/
- https://www.sutherlandwealth.com/
- https://carterwealthstrategy.com/
Official SEC filing: View on IAPD