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
Nancy Bennett (CRD# 4614190) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Latrobe, PA and has 1 year of experience in the finance industry.
Vernon Coates (CRD# 5601437) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 8 years of experience in the finance industry.
Alissa Conklin (CRD# 3262147) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 24 years of experience in the finance industry.
Peter Dochinez (CRD# 1062112) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 41 years of experience in the finance industry.
Steven Effert (CRD# 2211629) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Krakow, WI and has over 31 years of experience in the finance industry.
Josh Frankel (CRD# 2634443) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 28 years of experience in the finance industry.
David Gordon (CRD# 2937825) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 26 years of experience in the finance industry.
Steven Hagofsky (CRD# 1348049) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 39 years of experience in the finance industry.
James Harper (CRD# 1137830) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 26 years of experience in the finance industry.
Jack Heffner (CRD# 1457641) 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.