The Fragasso Group Inc. (Pittsburgh)

Name: The Fragasso Group Inc.
Address: 610 Smithfield Street, Pittsburgh, PA, 15222
Telephone: 412-227-3200

The Fragasso Group Inc. is a large advisory firm based in Pittsburgh. It manages $830.51 million of regulatory assets for 2,700 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona, California, Connecticut, and 14 other states.

The Fragasso Group provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Fragasso Group: assets under management

The assets under management (AUM) of The Fragasso Group Inc. is $830.51 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 604% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $830.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $307.6 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Fragasso Group Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Fragasso Group Inc.

James Paul Danko joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Ivano Fragasso	Chief executive officer	1 Feb 2011	75% - 100%	212445
Deborah Faith Graver	Chief operating officer	1 Feb 2011	Other	2573876
Cary Lee Beach	Chief compliance officer	1 Jan 2012	Other	4445764
Robert Ivano Fragasso	Chief compliance officer	1 Jun 2013	75% - 100%	212445
Deborah Faith Graver	Chief compliance officer	1 Sep 2013	Other	2573876
Melissa Ann Richey	Executive vp sales and marketing	1 Feb 2014	Other	2908123
Daniel James Dingus	President and chief operating officer	1 Feb 2014	Other	2901266
Christine Lucas Erimias	Chief financial officer	1 Nov 2014	Other	6195754
Daniel James Dingus	President and chief operating officer and chief compliance officer	1 Dec 2014	Other	2901266
James Paul Danko	Chief compliance officer	1 Apr 2015	Other	2899544

Based in Pittsburgh

The principal office where The Fragasso Group Inc. performs its advisory services is located at 610 Smithfield Street, Pittsburgh, PA 15222, which is also the mailing address of the firm. An additional office of the firm is in Wexford, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 412-227-3200 or by fax 412-227-3210. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at fragassoadvisors.com.