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Trustmont Advisory Group
TRUSTMONT ADVISORY GROUP, INC. is an SEC-registered investment adviser in GREENSBURG, PA, since 1987. The firm manages $1.4 billion in assets.
Overview
TRUSTMONT ADVISORY GROUP, INC. is an SEC-registered investment adviser in GREENSBURG, PA, since 1987. The firm manages $1.4 billion in assets. It has 61 employees and 60 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Greensburg
Corporate office
Pittsburgh, PA, United States
Sector focus
Frequently asked questions
Who are the key principals at Trustmont Advisory Group?
Public records do not disclose the firm's named principals or leadership team. The RIA registration lists only the firm entity without named executives or advisory personnel.
How is Trustmont's investment approach structured?
The firm employs a discretionary advisory model, tailoring asset allocation to each client's goals. It does not run commingled funds or external vehicles, focusing instead on separate account management across a range of asset classes.
What is Trustmont's geographic focus?
The firm operates primarily in the mid-Atlantic and Eastern United States from its Pittsburgh headquarters. No additional offices or regional expansions are documented.
Is Trustmont's AUM or client minimum publicly known?
No. The firm does not disclose AUM, client count, or minimum investment thresholds. These figures remain private.
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