Fragasso is an investment advisor in Pittsburgh with $1.95 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
251773014
SEC advisor number
801-77097
FINRA CRD number
123255
AUM ?
$1.95 bn
(as of 28 Oct 22)
Accounts
4,689
(as of 28 Oct 22)
Employees
29
(27 investment advisory or research)
Address
Fragasso
610 SMITHFIELD STREET
SUITE 400
PITTSBURGH
PA 15222
610 SMITHFIELD STREET
SUITE 400
PITTSBURGH
PA 15222
Office hours
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Phone
4122273200
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Fragasso, Robert, Ivano | Chief Executive Officer | 02/2011 | 50-75% |
Dingus, Daniel, James | President | 12/2014 | < 5% |
Danko, James, Paul | Chief Compliance Officer | 04/2015 | < 5% |
Fragasso Financial Advisors, Inc. Employee Stock Ownership Trust | Employee Stock Ownership Plan Trust | 04/2016 | 25-50% |
Fragasso, Robert, Ivano | Trustee | 04/2016 | 25-50% |
Erimias, Christine, Lucas | Chief Financial Officer and Chief Operating Officer | 11/2014 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Dec 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
30 Aug 22
13F-HR
Quarterly holdings report by institutional manager
6 Apr 22