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Allen Lassinger

Trustmont Advisory Group, Inc.

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About Allen Lassinger

Allen Lassinger is a registered investment advisor representative associated with Trustmont Advisory Group, Inc. Allen is registered with the state of Pennsylvania. Allen offers advisory services such as financial planning, pension consulting and selection of other advisers. Allen also provides portfolio management for individuals. Allen has been associated with Trustmont Advisory Group, Inc. since January 2024.

Firm Information

Allen Lassinger is currently registered with Trustmont Advisory Group, Inc.. Trustmont Advisory Group, Inc. is a Pennsylvania-based investment advisory firm with over 50 licensed agents. They provide financial planning, pension consulting, portfolio management for individuals, and selection of other advisers. The firm manages over $919 million in assets for over 5,000 clients, including high-net-worth individuals and other individuals.
Trustmont Advisory Group, Inc.

SCENIC DRIVE PROFESSIONAL CENTER

GREENSBURG, PA 15601

$919.45M

Assets Under Management

29

Total Clients

54

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Allen Lassinger’s Registration & Firm History

PA

01/25/2024 - Present

Trustmont Advisory Group, Inc. (GREENSBURG PA)

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Licenses & Designations

IA

Issued 11/22/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allen Lassinger.
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