FRAGASSO GROUP INC. Overview
Fragasso Group Inc. is an investment advisor that manages 853.1 MM dollars in regulatory AUM and has 38 employees, of which 19 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/13 to 06/30/21. The fund's latest filing disclosed 746MM in positions, representing 87% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 06/30/21. The fund's latest filing disclosed 746MM in positions, representing 87% of the manager's regulatory AUM.
FRAGASSO GROUP INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FRAGASSO GROUP INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 20.75% | ETF | 6.76% | -0.02% | 0 | 0% | ||
| SCHM | 7.47% | ETF | 4.62% | -0.19% | 4 | 0% | ||
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FEATURED IN
FRAGASSO GROUP INC. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert I. Fragasso | Chief Executive Officer | February-2011 |
| Daniel J. Dingus | President And Chief Operating Officer And Chief Compliance Officer | December-2014 |
| Christine L. Erimias | Chief Financial Officer | November-2014 |
| Melissa A. Richey | Executive Vp Sales And Marketing | February-2014 |
FRAGASSO GROUP INC. Brokers, Custodians, Auditors and Administrators
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FRAGASSO GROUP INC. Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
FFA offers the investment advisory services described in this brochure through its advisory representatives. For more information about the individual advisory representative managing or handling your account, refer to the brochure supplement for the advisory representative, a copy of which you should have received along with this brochure.
Within a Program account, the FFA portfolio management department constructs portfolios using a diversified global asset allocation strategy driven by the unique objectives of each client. This strategy helps quantify expectations of risk and reward for the client. Our portfolio management department screens individual securities and predominantly institutional, no-load mutual funds for proper placement in each of the determined asset sectors within the portfolio. The portfolio is then monitored and stress-tested under a variety of possible economic
condit...
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FFA offers the investment advisory services described in this brochure through its advisory representatives. For more information about the individual advisory representative managing or handling your account, refer to the brochure supplement for the advisory representative, a copy of which you should have received along with this brochure.
Within a Program account, the FFA portfolio management department constructs portfolios using a diversified global asset allocation strategy driven by the unique objectives of each client. This strategy helps quantify expectations of risk and reward for the client. Our portfolio management department screens individual securities and predominantly institutional, no-load mutual funds for proper placement in each of the determined asset sectors within the portfolio. The portfolio is then monitored and stress-tested under a variety of possible economic
condit...
Unlock Full Investment Process Description
FRAGASSO GROUP INC. Portfolio Concentration
FRAGASSO GROUP INC. Location
610 SMITHFIELD STREET
SUITE 400
PITTSBURGH, Pennsylvania
UNITED STATES, 15222
SUITE 400
PITTSBURGH, Pennsylvania
UNITED STATES, 15222
FRAGASSO GROUP INC. Contact Information
Phone Number: 412-227-3200
Fax Number: 412-227-3210
Website: https://www.fragassoadvisors.com
Fax Number: 412-227-3210
Website: https://www.fragassoadvisors.com
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