TRUSTMONT FINANCIAL GROUP, INC.
Firm details
- Headquarters
- GREENSBURG, Pennsylvania
- CRD number
- 18312
- Registered since
- August 28, 1986
- Website
- www.trustmontgroup.com
Firm profile
FINTRXOverview
Trustmont Financial Group, Inc. is organized as a corporation and has been registered with the SEC since 1986. The firm is owned by an individual and is categorized as "Unclassified" in the source data. Available records show limited disclosure about the firm's advisory activities, client segments, fee schedules or specific investment strategies. The profile flags several operational attributes: the firm is not identified as a capital allocator, is not an active ESG investor, and is not listed as a multi-state adviser. The company did not provide detail on affiliations or broader business activities in the data provided.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2KEVIN PHILLIS
Chief Executive OfficerCRD 1180361
THOMAS MONAHAN
Chief Executive OfficerCRD 1546712
Contacts
3 of 87JAMES AULT
Registered RepresentativeCRD 1439447
SARA ALLEY
Investment Advisor RepresentativeCRD 2390896
ROBERT TURNER
Investment Advisor RepresentativeCRD 1942577
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENSBURG, PA
WESTMORELAND
Location
GREENSBURG, PA
Headquartered in GREENSBURG, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- WESTMORELAND
- Address
- Dr Professional Ctr Brush Run Rd
- Time zone
- ET (UTC-5)
- Office locations
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