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Trustmont Advisory Group, Inc.

● SEC registered since 1987CRD 106015SEC# 801-30694Greensburg, PA
Export (members)
Reg. AUM
$1.13B
Employees
59
Accounts
5,387
Location
Greensburg, PA

Trustmont Advisory Group, Inc. assets under management

Trustmont Advisory Group, Inc. is a registered investment adviser overseen by the SEC based in Greensburg, PA. The firm has been registered since 1987. It reports $1.1 billion in regulatory assets under management and employs 59 people.
www.facebook.com/trustmontgroupView on SEC.gov ↗

Trustmont Advisory Group, Inc. owners & executives

8 reported
NameTitleOwnershipSince
Anthony Charles Hladek ControlPresident10-25%2007
Donald John BarzakOwner/Registered RepresentativeUnder 5%2019
George Phillip HebertOwnerUnder 5%2001
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Frequently asked questions

How much does Trustmont Advisory Group, Inc. manage?

Trustmont Advisory Group, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Trustmont Advisory Group, Inc. have?

Trustmont Advisory Group, Inc. reports 59 employees.

Where is Trustmont Advisory Group, Inc. located?

Trustmont Advisory Group, Inc. is based in Greensburg, PA and has been SEC-registered since 1987.

Does Trustmont Advisory Group, Inc. disclose fund performance?

Trustmont Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressScenic Drive Professional Center, 200 Brush Run Road, Suite a, Greensburg, PA 15601
Phone724-468-5665
Fax724-468-5675
Office hours8:30 a.m. To 4:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$1.13B
Non-discretionary$0
Total (RAUM)$1.13B