Trustmont Financial Group, Inc. (Greensburg)

Trustmont Financial Group, Inc. is a large advisory firm based in Greensburg. It manages $232 million of regulatory assets for 3,160 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Connecticut, Florida, Indiana, Ohio, and Pennsylvania.

Trustmont Financial Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Trustmont Financial Group: assets under management

The assets under management (AUM) of Trustmont Financial Group, Inc. is $232 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 167% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $232 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $73.42 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trustmont Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Trustmont Financial Group, Inc.

Trustmont Financial Group, Inc. is owned by James Edward Harris. Peter Daniel Dochinez has been acting as President since 1 Dec 1997. Mary Louise Petrucci joined the executive team most recently as the Owner/Registered Representative.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Daniel Dochinez	President	1 Dec 1997	75% - 100%	1062112
James Edward Harris	Owner/registered representative	1 Jan 2001	Other	2583821
Mary Louise Petrucci	Owner/registered representative	1 Jan 2001	Other	2980671
Laura Jean Abbott Decarolis	Owner/registered representative	1 Jan 2001	Other	1523919
George Phillip Hebert	Owner/registered representative	1 Jan 2001	Other	2309032
Max Richard House	Owner/registered representative	1 Jan 2001	Other	1268232

Based in Greensburg

The principal office where Trustmont Financial Group, Inc. performs its advisory services is located at Scenic Drive Professional Center, Greensburg, PA 15601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.