TRUSTMONT ADVISORY GROUP, INC.
CRD #106015 SEC #801-30694 GREENSBURG, PA 724-468-5665
SEC Registered Disclosures
Total AUM
$1.1B
Discretionary
$1.1B
Employees
59
Clients
26
Accounts
5,387
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.1B | $1.1B | $0 | 59 | 11 |
| Oct 2024 | $919.4M | $919.4M | $0 | 64 | 29 |
| Jul 2024 | $919.4M | $919.4M | $0 | 64 | 29 |
| Mar 2024 | $919.4M | $919.4M | $0 | 64 | 29 |
| Dec 2023 | $722.8M | $722.8M | $0 | 60 | 26 |
| Mar 2023 | $722.8M | $722.8M | $0 | 60 | 26 |
| Mar 2022 | $839.8M | $839.8M | $0 | 63 | 24 |
| Mar 2021 | $651.2M | $651.2M | $0 | 63 | 44 |
| Aug 2020 | $555.2M | $555.2M | $0 | 60 | 87 |
| Jun 2020 | $555.2M | $555.2M | $0 | 60 | 87 |
| Jun 2020 | $555.2M | $555.2M | $0 | 60 | 87 |
| Mar 2020 | $555.2M | $555.2M | $0 | 60 | 87 |
| Mar 2019 | $439M | $439M | $0 | 55 | 53 |
| Mar 2019 | $566.7M | $566.7M | $0 | 63 | 63 |
| Nov 2018 | $566.7M | $566.7M | $0 | 63 | 63 |
| Oct 2018 | $566.7M | $566.7M | $0 | 63 | 63 |
| May 2018 | $566.7M | $566.7M | $0 | 63 | 63 |
| Apr 2018 | $566.7M | $566.7M | $0 | 63 | 63 |
| Mar 2018 | $566.7M | $566.7M | $0 | 63 | 63 |
| Jan 2018 | $498M | $498M | $0 | 49 | 4,300 |
| Mar 2017 | $498M | $498M | $0 | 49 | 4,300 |
| Jun 2016 | $439M | $439M | $0 | 86 | 4,300 |
| May 2016 | $439M | $439M | $0 | 86 | 4,300 |
| Mar 2016 | $439M | $439M | $0 | 86 | 4,300 |
| Mar 2015 | $457M | $457M | $0 | 86 | 4,300 |
| Aug 2014 | $442.2M | $442.2M | $0 | 86 | 4,200 |
| Mar 2014 | $442.2M | $442.2M | $0 | 86 | 4,200 |
| Mar 2013 | $483M | $483M | $0 | 75 | 6,800 |
| Aug 2012 | $343M | $343M | $0 | 6 | 5,000 |
| Apr 2012 | $343M | $343M | $0 | 6 | 5,000 |
| Mar 2012 | $343M | $343M | $0 | 6 | 5,000 |
| Aug 2011 | $289M | $289M | $0 | 10 | -- |
| Aug 2011 | $289M | $289M | $0 | 10 | -- |
| Jul 2011 | $289M | $289M | $0 | 10 | -- |
| Jul 2011 | $289M | $289M | $0 | 10 | -- |
| Jun 2011 | $289M | $289M | $0 | 10 | -- |
| May 2011 | $289M | $289M | $0 | 10 | -- |
| Apr 2011 | $289M | $289M | $0 | 10 | -- |
| Apr 2011 | $289M | $289M | $0 | 10 | -- |
| Apr 2011 | $289M | $289M | $0 | 10 | -- |
| Mar 2011 | $289M | $289M | $0 | 10 | -- |
| Mar 2011 | $217M | $217M | $0 | 10 | -- |
| Mar 2011 | $217M | $217M | $0 | 10 | -- |
| Feb 2011 | $217M | $217M | $0 | 10 | -- |
| Feb 2011 | $217M | $217M | $0 | 10 | -- |
| Oct 2010 | $217M | $217M | $0 | 10 | -- |
| Oct 2010 | $217M | $217M | $0 | 10 | -- |
| Sep 2010 | $217M | $217M | $0 | 10 | -- |
| Sep 2010 | $217M | $217M | $0 | 10 | -- |
| Aug 2010 | $217M | $217M | $0 | 10 | -- |
| Aug 2010 | $217M | $217M | $0 | 10 | -- |
| Jul 2010 | $217M | $217M | $0 | 10 | -- |
| Jun 2010 | $217M | $217M | $0 | 10 | -- |
| Jun 2010 | $217M | $217M | $0 | 10 | -- |
| Jun 2010 | $217M | $217M | $0 | 10 | -- |
| Apr 2010 | $217M | $217M | $0 | 10 | -- |
| Mar 2010 | $217M | $217M | $0 | 10 | -- |
| Mar 2010 | $217M | $217M | $0 | 10 | -- |
| Mar 2010 | $217M | $217M | $0 | 10 | -- |
| Jan 2010 | $171M | $171M | $0 | -- | -- |
| Oct 2009 | $171M | $171M | $0 | -- | -- |
| Oct 2009 | $171M | $171M | $0 | -- | -- |
| Sep 2009 | $171M | $171M | $0 | -- | -- |
| Jul 2009 | $171M | $171M | $0 | -- | -- |
| May 2009 | $171M | $171M | $0 | -- | -- |
| May 2009 | $171M | $171M | $0 | -- | -- |
| Apr 2009 | $171M | $171M | $0 | -- | -- |
| Apr 2009 | $171M | $171M | $0 | -- | -- |
| Mar 2009 | $171M | $171M | $0 | -- | -- |
| Mar 2009 | $171M | $171M | $0 | -- | -- |
| Mar 2009 | $232M | $232M | $0 | -- | -- |
| Jan 2008 | $232M | $232M | $0 | -- | -- |
| Jan 2008 | $232M | $232M | $0 | -- | -- |
| Jan 2008 | $232M | $232M | $0 | -- | -- |
| Jan 2008 | $225M | $225M | $0 | -- | -- |
| Jan 2008 | $225M | $225M | $0 | -- | -- |
| Jan 2008 | $225M | $225M | $0 | -- | -- |
| Oct 2007 | $225M | $225M | $0 | -- | -- |
| Aug 2007 | $350M | $350M | $0 | 5 | -- |
| May 2007 | $350M | $350M | $0 | 5 | -- |
| Mar 2007 | $350M | $350M | $0 | 5 | -- |
| Mar 2007 | $350M | $350M | $0 | 5 | -- |
| Feb 2007 | $350M | $350M | $0 | 5 | -- |
| Feb 2007 | $350M | $350M | $0 | 5 | -- |
| Feb 2007 | $350M | $350M | $0 | 5 | -- |
| Feb 2007 | $350M | $350M | $0 | 5 | -- |
| Jan 2007 | $350M | $350M | $0 | 5 | -- |
| Jan 2007 | $350M | $350M | $0 | 5 | -- |
| Jan 2007 | $350M | $350M | $0 | 5 | -- |
| Mar 2006 | $350M | $350M | $0 | 5 | -- |
| Jan 2005 | $140M | $140M | $0 | 5 | -- |
| Aug 2004 | $87M | $87M | $0 | 5 | -- |
| Aug 2004 | $87M | $87M | $0 | 5 | -- |
| Jun 2004 | $87M | $87M | $0 | 5 | -- |
| Jun 2004 | $87M | $87M | $0 | 5 | -- |
| May 2004 | $87M | $87M | $0 | 5 | -- |
| Apr 2004 | $87M | $87M | $0 | 5 | -- |
| May 2002 | $55M | $55M | $0 | 5 | -- |
| May 2001 | $55M | $55M | $0 | 5 | -- |
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees59
Clients11
DateOct 2024
Total AUM$919.4M
Discretionary$919.4M
Non-Disc.$0
Employees64
Clients29
DateJul 2024
Total AUM$919.4M
Discretionary$919.4M
Non-Disc.$0
Employees64
Clients29
DateMar 2024
Total AUM$919.4M
Discretionary$919.4M
Non-Disc.$0
Employees64
Clients29
DateDec 2023
Total AUM$722.8M
Discretionary$722.8M
Non-Disc.$0
Employees60
Clients26
DateMar 2023
Total AUM$722.8M
Discretionary$722.8M
Non-Disc.$0
Employees60
Clients26
DateMar 2022
Total AUM$839.8M
Discretionary$839.8M
Non-Disc.$0
Employees63
Clients24
DateMar 2021
Total AUM$651.2M
Discretionary$651.2M
Non-Disc.$0
Employees63
Clients44
DateAug 2020
Total AUM$555.2M
Discretionary$555.2M
Non-Disc.$0
Employees60
Clients87
DateJun 2020
Total AUM$555.2M
Discretionary$555.2M
Non-Disc.$0
Employees60
Clients87
DateJun 2020
Total AUM$555.2M
Discretionary$555.2M
Non-Disc.$0
Employees60
Clients87
DateMar 2020
Total AUM$555.2M
Discretionary$555.2M
Non-Disc.$0
Employees60
Clients87
DateMar 2019
Total AUM$439M
Discretionary$439M
Non-Disc.$0
Employees55
Clients53
DateMar 2019
Total AUM$566.7M
Discretionary$566.7M
Non-Disc.$0
Employees63
Clients63
DateNov 2018
Total AUM$566.7M
Discretionary$566.7M
Non-Disc.$0
Employees63
Clients63
DateOct 2018
Total AUM$566.7M
Discretionary$566.7M
Non-Disc.$0
Employees63
Clients63
DateMay 2018
Total AUM$566.7M
Discretionary$566.7M
Non-Disc.$0
Employees63
Clients63
DateApr 2018
Total AUM$566.7M
Discretionary$566.7M
Non-Disc.$0
Employees63
Clients63
DateMar 2018
Total AUM$566.7M
Discretionary$566.7M
Non-Disc.$0
Employees63
Clients63
DateJan 2018
Total AUM$498M
Discretionary$498M
Non-Disc.$0
Employees49
Clients4,300
DateMar 2017
Total AUM$498M
Discretionary$498M
Non-Disc.$0
Employees49
Clients4,300
DateJun 2016
Total AUM$439M
Discretionary$439M
Non-Disc.$0
Employees86
Clients4,300
DateMay 2016
Total AUM$439M
Discretionary$439M
Non-Disc.$0
Employees86
Clients4,300
DateMar 2016
Total AUM$439M
Discretionary$439M
Non-Disc.$0
Employees86
Clients4,300
DateMar 2015
Total AUM$457M
Discretionary$457M
Non-Disc.$0
Employees86
Clients4,300
DateAug 2014
Total AUM$442.2M
Discretionary$442.2M
Non-Disc.$0
Employees86
Clients4,200
DateMar 2014
Total AUM$442.2M
Discretionary$442.2M
Non-Disc.$0
Employees86
Clients4,200
DateMar 2013
Total AUM$483M
Discretionary$483M
Non-Disc.$0
Employees75
Clients6,800
DateAug 2012
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees6
Clients5,000
DateApr 2012
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees6
Clients5,000
DateMar 2012
Total AUM$343M
Discretionary$343M
Non-Disc.$0
Employees6
Clients5,000
DateAug 2011
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees10
Clients--
DateAug 2011
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees10
Clients--
DateJul 2011
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees10
Clients--
DateJul 2011
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees--
Clients--
DateSep 2009
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees--
Clients--
DateJul 2009
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees--
Clients--
DateApr 2009
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$232M
Discretionary$232M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$232M
Discretionary$232M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$232M
Discretionary$232M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$232M
Discretionary$232M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateMay 2001
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--