Trustmont Advisory Group, Inc.
● SEC registered since 1987CRD 106015SEC# 801-30694Greensburg, PA
Reg. AUM
$1.4B
Employees
61
Accounts
6,348
Location
Greensburg, PA
Trustmont Advisory Group, Inc. assets under management
Trustmont Advisory Group, Inc. is a registered investment adviser overseen by the SEC based in Greensburg, PA. The firm has been registered since 1987. It reports $1.4 billion in regulatory assets under management and employs 61 people.
Trustmont Advisory Group, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Charles Hladek Control | President | 10-25% | 2007 |
| Donald John Barzak | Owner/Registered Representative | Under 5% | 2019 |
| George Phillip Hebert | Owner | Under 5% | 2001 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Trustmont Advisory Group, Inc. manage?
Trustmont Advisory Group, Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Trustmont Advisory Group, Inc. have?
Trustmont Advisory Group, Inc. reports 61 employees.
Where is Trustmont Advisory Group, Inc. located?
Trustmont Advisory Group, Inc. is based in Greensburg, PA and has been SEC-registered since 1987.
Does Trustmont Advisory Group, Inc. disclose fund performance?
Trustmont Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Scenic Drive Professional Center, 200 Brush Run Road, Suite a, Greensburg, PA 15601 |
| Phone | 724-468-5665 |
| Fax | 724-468-5675 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.4B▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$1.4Bregulatory AUM
Discretionary $1.4B