Ana Harwood is a registered investment advisor at Trustmont Advisory Group, INC., based in Greensburg, PA, with 2 years of industry experience. Ana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,945 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ana works as an investment advisor representative for AMH Advisory, LLC since July 2023. This role takes about half of her time.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
State Registrations1 state
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