Trustmont Advisory Group, Inc.
Trustmont Advisory Group, Inc. (CRD# 106015) is a financial advisory firm headquartered in Greensburg, PA. They manage $919,449,401 in 5,109 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management919MILLION
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Total Number of Accounts5,109ACCOUNTS
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Average Account Value$179,967
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, IA, IL, IN, MA, MD, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
Lawrence Hamilton (CRD# 1667988) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Wilkes-barre, PA and has over 36 years of experience in the finance industry.
Laura Abbott Decarolis (CRD# 1523919) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 37 years of experience in the finance industry.
Michelle Adelsperger (CRD# 4700067) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 20 years of experience in the finance industry.
Sara Alley (CRD# 2390896) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 30 years of experience in the finance industry.
Kirk Allison (CRD# 2352356) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 30 years of experience in the finance industry.
Lynn Appelman (CRD# 1209925) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Bloomsburg, PA and has over 40 years of experience in the finance industry.
James Ault (CRD# 1439447) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Beaver Falls, PA and has over 38 years of experience in the finance industry.
Donald Barzak (CRD# 1856590) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 17 years of experience in the finance industry.
Simler Batcheler (CRD# 1171511) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 38 years of experience in the finance industry.
Michael Benefield (CRD# 6779420) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 6 years of experience in the finance industry.