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 organized as a corporation and has been registered with the SEC since 1986. The firm is recorded as being individually owned and is classified in the data set as "unclassified." Available records indicate the firm is not designated as a capital allocator, is not listed as an active ESG investor, and is not identified as a multi-state adviser, pension consultant, or related adviser. Publicly provided detail about the firm’s client mix, fee schedules, specific advisory activities, and manager allocation preferences is minimal in the source data. FINTRX notes do not include descriptions of investment strategies, target client profiles, or business lines beyond the organizational and registration attributes above.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

Unlock 86 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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