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TRUSTMONT ADVISORY GROUP, INC.

CRD 106015 · SEC 801-30694

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SCENIC DRIVE PROFESSIONAL CENTER, 200 BRUSH RUN ROAD, SUITE A, GREENSBURG, PA, 15601, United States

Phone

724-468-5665

Fax

724-468-5675

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.40B

Discretionary AUM

$1.40B

Team

61 total employees; 60 advisory reps; 3 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals4061$889.7M
High net worth individuals261$505.6M

States served

VT, AZ, CA, CO, IL, IN, IA, KY, MD, MA, MI, MN, NJ, NY, OH, PA, SC, TN, UT, VA, WV, WI, MO, WA, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD