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 with individual ownership and is listed in public directories under an "Unclassified" designation. Available profile data is limited: the firm is not identified as a capital allocator, is not marked as active on ESG investing, and is not categorized as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. Key operational details such as primary business activities, advisory services, client types, and fee structure are not disclosed in the provided snapshot, so the firm's market positioning and service mix cannot be determined from the available records.
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 88
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
Similar firms
3ico Securities LLC
Broker-DealerConshohocken, PA
Delaware Distributors, L.P.
Broker-DealerPhiladelphia, PA
SAL Equity Trading, Gp
Broker-DealerBala Cynwyd, PA
Heritage Financial Systems, LLC
Broker-DealerMalvern, PA
Hornor, Townsend & Kent, LLC
Broker-DealerConshohocken, PA
Vigilant Distributors, LLC
Broker-DealerChadds Ford, PA