Trustmont Financial Group, Inc.

Broker-DealerFINRA MemberEst. 1986
Total AUM
—
Advisory reps
91
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 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

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
  • Thomas Monahan

    Thomas Monahan

    Chief Executive OfficerCRD 1546712

  • Kevin Phillis

    Kevin Phillis

    Chief Executive OfficerCRD 1180361

Contacts

3 of 89
  • Joseph Sinclair

    Joseph Sinclair

    Financial Advisor & PartnerCRD 5094752

  • Alissa Conklin

    Alissa Conklin

    Chartered Financial ConsultantCRD 3262147

  • Donald Sada

    Compliance OfficerCRD 4223961

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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