Top financial advisors in Greensburg, PA
We’ve curated a list of the best financial advisors in Greensburg, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$722,784,317
Number of advisors
60 advisors
| $722,784,317 | 60 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Greensburg, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Greensburg. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Trustmont Advisory Group, Inc.
Trustmont Advisory Group, Inc. is a Registered Investment Adviser established in 1997 and located in Greensburg, PA. The firm offers financial planning services, investment advice, and investment management on a discretionary basis. Clients can choose to receive a written Financial Plan for up to $5,000, with payment in two installments. Investment advice may incur fees up to $500 per hour. For investment management, fees are typically up to 2% annually, billed monthly or quarterly. The firm manages approximately 4660 accounts totaling around $723 million, all on a discretionary basis. Trustmont does not collect performance-based fees and works with various client types, including individuals, trusts, and corporations. The firm's investment strategies are based on long-term outlooks and utilize various information sources. Advisors may recommend specific investment programs or strategies and may earn commissions from selling financial products. Trustmont does not hold client funds and all accounts are managed on a discretionary basis. The firm does not vote client securities and does not provide financial information due to specific criteria not being met. For more details, visit www.trustmontgroup.com or call (724) 468-5665.
$722,784,317 under management
60 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Greensburg, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Greensburg. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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