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 recorded as being individually owned and is classified in the data set as "unclassified." Available records indicate the firm is not designated as a capital allocator, is not listed as an active ESG investor, and is not identified as a multi-state adviser, pension consultant, or related adviser. Publicly provided detail about the firm’s client mix, fee schedules, specific advisory activities, and manager allocation preferences is minimal in the source data. FINTRX notes do not include descriptions of investment strategies, target client profiles, or business lines beyond the organizational and registration attributes above.
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 2
Thomas Monahan
Chief Executive OfficerCRD 1546712

Kevin Phillis
Chief Executive OfficerCRD 1180361
Contacts
3 of 89
Joseph Sinclair
Financial Advisor & PartnerCRD 5094752

Alissa Conklin
Chartered Financial ConsultantCRD 3262147
Donald Sada
Compliance OfficerCRD 4223961
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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