TRUSTMONT ADVISORY GROUP, INC.

Scenic Drive Professional Center
200 Brush Run Road, Suite A
Greensburg, Pennsylvania 15601
Tel: 724-468-5665

About TRUSTMONT ADVISORY GROUP, INC.

TRUSTMONT ADVISORY GROUP, INC, formally registered with the SEC as TRUSTMONT ADVISORY GROUP, INC. The firm was established in 11/27/1987. They have over 51 offices throughout the country.

TRUSTMONT ADVISORY GROUP, INC. is a Greensburg, Pennsylvania based Financial Planning firm with nearly $919,449,401 assets under management, offering retirement planning & investment advisory services to 5109 clients. The firm is staffed with 64 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106015
SEC#	801-30694
Assets Managed by Firm	$919,449,401
No. of Clients	5109
No. of Advisors	64

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	5109	$919,449,401
Individuals (other than high net worth individuals)	3362	$688,250,685
High net worth individuals	107	$231,198,716

More Retirement Planning firms in Greensburg, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

Explore More Retirement Advisors in Greensburg, Pennsylvania

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.