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| Fragasso Financial Advisors Inc
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| |
|---|---|
| CRD # | 123255 |
| SEC # | 801-77097 |
| CIK # | 0001613331 |
| AUM | $2.1 BB (2024-01-30) |
| Employees | 33 (82% Investors, 64% Brokers) |
| Phone | 412-227-3200 |
| Address | 2200 Georgetown Drive Sewickley, PA 15143 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 61.0 | |
| MSFT | 1,918,222.4 | 31.1 | |
| GOOGL | 1,475,138.5 | 16.2 | |
| NVDA | 399,550.0 | 14.9 | |
| AMZN | 1,092,997.8 | 13.8 | |
| V | 419,260.5 | 8.7 | |
| AMGN | 130,083.0 | 8.6 | |
| UNH | 477,004.0 | 8.4 | |
| XOM | 385,508.3 | 7.9 | |
| PH | 32,093.0 | 6.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,503 | 0.5 |
| (b) Individuals (high net worth individuals) | 562 | 1.5 |
| (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 | 83 | 0.0 |
| (h) Charitable organizations | 37 | 0.1 |
| (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 | 12 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,278 | 2.1 |
| By Discretionary | ||
| Discretionary | 5,278 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,278 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 5,278 | 2.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001613331] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
West Financial Services Inc
✚
|
VA | 2.2 |
|
IC Advisory Services Inc
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|
NJ | 2.1 |
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LVW Advisors LLC
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NY | 2.1 |
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Bedel Financial Consulting Inc
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IN | 2.1 |
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Thompson Investment Management Inc
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WI | 2.1 |
|
Tributary Capital Management LLC
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NE | 2.1 |
|
Santander Securities LLC
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MA | 2.1 |
|
Sandhill Capital Partners LLC
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NY | 2.1 |
|
Arbion Limited
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2.1 | |
|
LM Advisors LLC
✚
|
CA | 2.1 |