The TRUSTMONT ADVISORY GROUP, INC. is a privately held investment adviser that advises $1.4Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. TRUSTMONT ADVISORY GROUP, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 114.28% over the last 5-years.
The Group has been registered with the SEC for 38.7 years and is comprised of 1 filing and 0 relying advisers. They operate out of 16 office locations with their Headquarters at SCENIC DRIVE PROFESSIONAL CENTER 200 BRUSH RUN ROAD, SUITE A, GREENSBURG, PENNSYLVANIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 61 employees comprised of 60 investment and 1 non-investment staff. The total number of Employees decreased by 3.17% over the last 5-years.
Their $1.4Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $889.72mn or 63.77% of Total Assets and High Net Worth Individuals own $505.59mn or 36.23% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
TRUSTMONT ADVISORY GROUP, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.