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| Happy Holidays!! thanks for using AUM13F!! |
| Trustmont Advisory Group Inc
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| CRD # | 106015 |
| SEC # | 801-30694 |
| CIK # | |
| AUM | $1.1 B (2025-03-31) |
| Employees | 59 (69% Investors, 90% Brokers) |
| Phone | 724-468-5665 |
| Address | Scenic Drive Professional Center Greensburg, PA 15601 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,766 | 773.1 |
| (b) Individuals (high net worth individuals) | 179 | 352.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,387 | 1,126.0 |
| By Discretionary | ||
| Discretionary | 5,387 | 1,126.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,387 | 1,126.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,126.0 | |
| Total | 5,387 | 1,126.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Valley National Advisers Inc
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|
PA | 1.1 |
|
Werba Rubin Papier Wealth Management LLC
✚
|
CA | 1.1 |
|
Moment Partners LLC
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|
CA | 1.1 |
|
SC&H Financial Advisors Inc
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|
MD | 1.1 |
|
Security Financial Services Inc
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IN | 1.1 |
|
Destiny Wealth Partners LLC
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|
FL | 1.1 |
|
Portside Wealth Group LLC
✚
|
UT | 1.1 |
|
Uniplan Investment Counsel Inc
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|
WI | 1.1 |
|
Spirepoint Private Client LLC
✚
|
FL | 1.1 |
|
Barnes Pettey Financial Advisors LLC
✚
|
MS | 1.1 |