Trustmont Advisory Group, INC.

Assets Under Management

$1.1B

Number of Clients

3,945

Number of Advisors

63

Average Client AUM

$285K

AUM per Advisor

$17.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Trustmont Advisory Group provides financial planning and investment advice to individuals, pension plans, trusts, estates, and businesses. Services include financial plans, investment advice, and investment management. They manage accounts on a discretionary basis and conduct seminars.

Fee Structure

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningBusiness Owners
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Location

Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601

63 Advisors at this firm

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