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Fragasso Financial Advisors Inc.

● SEC registered since 2012CRD 123255SEC# 801-77097Sewickley, PA
Export (members)
Reg. AUM
$2.42B
Employees
35
Accounts
5,442
Location
Sewickley, PA

Fragasso Financial Advisors Inc. assets under management

Fragasso Financial Advisors Inc. is a registered investment adviser overseen by the SEC based in Sewickley, PA. The firm has been registered since 2012. It reports $2.4 billion in regulatory assets under management and employs 35 people.
www.linkedin.com/company/fragassoadvisorsView on SEC.gov ↗

Fragasso Financial Advisors Inc. owners & executives

19 reported
NameTitleOwnershipSince
Christine Elizabeth Robinette ControlExecutive Vice PresidentUnder 5%2018
Christine Lucas Erimias ControlChief Financial Officer And Chief Operating OfficerUnder 5%2014
Daniel James Dingus ControlPresidentUnder 5%2014
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Frequently asked questions

How much does Fragasso Financial Advisors Inc. manage?

Fragasso Financial Advisors Inc. reports $2.4 billion in regulatory assets under management on its Form ADV.

How many employees does Fragasso Financial Advisors Inc. have?

Fragasso Financial Advisors Inc. reports 35 employees.

Where is Fragasso Financial Advisors Inc. located?

Fragasso Financial Advisors Inc. is based in Sewickley, PA and has been SEC-registered since 2012.

Does Fragasso Financial Advisors Inc. disclose fund performance?

Fragasso Financial Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2200 Georgetown Drive, Suite 302, Sewickley, PA 15143
Phone412-227-3200
Fax412-227-3210
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1613331
Discloses disciplinary historyNo

Assets under management

Discretionary$2.42B
Non-discretionary$0
Total (RAUM)$2.42B