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 SEC-registered since 1986. FINTRX lists the firm as owned by an individual and classifies it as "Unclassified." The profile fields indicate the firm is not a capital allocator, not an active ESG investor, not designated a multi-state adviser, not newly formed, and not a pension consultant or related adviser. FINTRX does not populate the record with the firm's client mix, fee schedule, or detailed advisory activities.
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 2
Kevin Phillis
Chief Executive OfficerCRD 1180361
Thomas Monahan
Chief Executive OfficerCRD 1546712
Contacts
3 of 88James 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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