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TRUSTMONT ADVISORY GROUP, INC.
GREENSBURG, PA
724-468-5665
SEC #801-30694Total AUM
$1.4B
Employees
61Clients
4,330Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
SCENIC DRIVE PROFESSIONAL CENTER
200 BRUSH RUN ROAD, SUITE A
GREENSBURG
PA 15601
United States
200 BRUSH RUN ROAD, SUITE A
GREENSBURG
PA 15601
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Monday - Friday
Phone
724-468-5665
Other Offices
46
Financials
Total AUM
$1.4B
Accounts
6,348Discretionary
$1.4B
Accounts
6,348Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
4,061AUM
$889.7M
HNW Individual Clients
261AUM
$505.6M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Rule Violation
State Registrations
AZCACOCTFLIAILINKYMAMDMIMNMONJNYOHPASCTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.