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⚲
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| Fragasso Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 123255 |
| SEC # | 801-77097 |
| CIK # | |
| AUM | $1.8 BB (2023-02-28) |
| Employees | 36 (83% Investors, 58% Brokers) |
| Phone | 412-227-3200 |
| Address | 610 Smithfield Street Pittsburgh, PA 15222 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,542 | 511.4 |
| (b) Individuals (high net worth individuals) | 415 | 1,045.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 94 | 169.9 |
| (h) Charitable organizations | 30 | 54.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 6.8 |
| (n) Other | 0 | 0.0 |
| Total | 5,076 | 1,787.8 |
| By Discretionary | ||
| Discretionary | 5,076 | 1,787.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,076 | 1,787.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,787.8 | |
| Total | 5,076 | 1,787.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Shufro Rose & Co LLC
✚
|
NY | 1.8 |
|
ENSO Wealth Management LLC
✚
|
CA | 1.8 |
|
Mainline West Fund Manager LLC
✚
|
CO | 1.8 |
|
IC Advisory Services Inc
✚
|
NJ | 1.8 |
|
Smith Group Asset Management LLC
✚
|
TX | 1.8 |
|
Monograph Wealth Advisors LLC
✚
|
CA | 1.8 |
|
Phoenix Asset Management Partners Limited
✚
|
1.8 | |
|
Grandfield & Dodd LLC
✚
|
NY | 1.8 |
|
LCP Institutional LLC
✚
|
GA | 1.8 |
|
Leo Wealth LLC
✚
|
TX | 1.8 |