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
Mary Petrucci (CRD# 2980671) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Confluence, PA and has over 26 years of experience in the finance industry.
Eric Porter (CRD# 2396406) 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.
Robert Raab (CRD# 2520823) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Eagan, MN and has over 29 years of experience in the finance industry.
Joseph Sinclair (CRD# 5094752) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 15 years of experience in the finance industry.
Douglas Smith (CRD# 3110033) 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 Sonntag (CRD# 1028922) 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.
John Stone (CRD# 2905606) 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.
Joyce Thomson (CRD# 2786123) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 27 years of experience in the finance industry.
Robert Turner (CRD# 1942577) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 35 years of experience in the finance industry.
Donald Barzak (CRD# 6298541) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 3 years of experience in the finance industry.