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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 |
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