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 a corporate-structured advisory firm first registered with the SEC in 1986. FINTRX classifies the firm as unclassified and lists the owner type as individual. The snapshot data indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. The firm’s FINTRX profile leaves client base, fee structure, business activities, and specific advisory activities unspecified; there are no entries in the provided record describing investment focus, target client segments, or portfolio management approach.
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
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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