Trustmark Advisory Group, Inc. is a large advisory firm based in Greensburg. It manages $87 million of regulatory assets for 750 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Indiana, Ohio, and Pennsylvania.
Trustmark Advisory Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for approximately 1,500 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Trustmark Advisory Group, Inc. is $87 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Trustmark Advisory Group, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Trustmark Advisory Group, Inc. is owned by James Edward Harris. Mary Louise Petrucci joined the executive team most recently as the Owner/Registered Representative.
The principal office where Trustmark Advisory Group, Inc. performs its advisory services is located at Scenic Drive Professional Center, Greensburg, PA 15601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 724-468-5665 or by fax 724-468-5675. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.