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 listed as a corporation that has been SEC-registered since 1986 and is described as being owned by an individual. FINTRX classifies the firm as "Unclassified" and flags it as not functioning as a capital allocator. The profile shows the firm is not identified as an active ESG investor, not a multi-state adviser (per the data fields), and is not designated as a pension consultant or a related adviser. Several typical profile fields — client base, fee structure and advisory activities — are not populated in the provided record.

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

    Kevin Phillis

    Chief Executive OfficerCRD 1180361

  • Thomas Monahan

    Chief Executive OfficerCRD 1546712

Contacts

3 of 89
  • James Ault

    Registered RepresentativeCRD 1439447

  • Sara Alley

    Investment Advisor RepresentativeCRD 2390896

  • Robert Turner

    Investment Advisor RepresentativeCRD 1942577

Unlock 86 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