CRD: 106015
Trustmont Advisory Group, Inc.
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-27-1987
- Office Locations
- 51
Office Locations
About Trustmont Advisory Group, Inc.
Trustmont Group is a national independent broker/dealer and SEC-registered investment advisor founded in 1986. It provides registered reps and investment advisors an independent platform, tools, and support to deliver securities and advisory solutions. Capabilities include portfolio construction, asset allocation, and planning services such as tax, estate, and insurance planning, using mutual funds/ETFs and select alternatives. FINRA/SIPC member.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PETER DANIEL DOCHINEZ
Investment Advisor, Owner
- CRD
- #1062112
- Ownership
- 50% but less than 75%
ANTHONY CHARLES HLADEK
President
- CRD
- #2700432
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
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MICHELLE MARIE ADELSPERGER
Owner
- CRD
- #4700067
SARA SOUTHERLAND ALLEY
--
- CRD
- #2390896
Showing 2 of 66 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,395,307,006 | $219,803 |
| Non-Discretionary | $0 | -- |
| Total | $1,395,307,006 | $219,803 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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