TRUSTMONT FINANCIAL GROUP, INC.

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
89
Avg account
$0

Firm details

Headquarters
GREENSBURG, Pennsylvania
CRD number
18312
Registered since
August 28, 1986

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • KEVIN PHILLIS

    Chief Executive OfficerCRD 1180361

  • THOMAS MONAHAN

    Chief Executive OfficerCRD 1546712

Contacts

3 of 87
  • JAMES AULT

    Registered RepresentativeCRD 1439447

  • SARA ALLEY

    Investment Advisor RepresentativeCRD 2390896

  • ROBERT TURNER

    Investment Advisor RepresentativeCRD 1942577

Unlock 84 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth