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
Steven Leach (CRD# 1483809) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Indiana, PA and has over 38 years of experience in the finance industry.
Daniel Lehman (CRD# 1556289) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Williamsport, PA and has over 37 years of experience in the finance industry.
David Macmillan (CRD# 2845510) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Glen Mills, PA and has over 26 years of experience in the finance industry.
Emmet Martin (CRD# 3053367) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 25 years of experience in the finance industry.
John McDonough (CRD# 2514376) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 29 years of experience in the finance industry.
George McElroy (CRD# 1807305) 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.
John Millon (CRD# 2996423) 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.
Walter Pachniuk (CRD# 1373103) 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.
Sue Patrick (CRD# 4263588) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Woodbury, TN and has over 23 years of experience in the finance industry.
C Pavlikowski (CRD# 2529300) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Johnstown, PA and has over 29 years of experience in the finance industry.