Trustmark Advisory Group, Inc. (Greensburg)

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.

Trustmark Advisory Group: assets under management

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 firm manages $87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116 thousand each.

Fees & Commissions

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.

Careers at Trustmark Advisory Group, Inc.

Trustmark Advisory Group, Inc. is owned by James Edward Harris. Mary Louise Petrucci joined the executive team most recently as the Owner/Registered Representative.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Daniel Dochinez	President	1 Dec 1997	75% - 100%	xxx-xx-xxxx
James Edward Harris	Owner/registered representative	1 Jan 2001	Other	2583821
Mary Louise Petrucci	Owner/registered representative	1 Jan 2001	Other	2980671
Laura Jean Abbott Decarolis	Owner/registered representative	1 Jan 2001	Other	1523919
George Phillip Hebert	Owner/registered representative	1 Jan 2001	Other	2309032
Max Richard House	Owner/registered representative	1 Jan 2001	Other	1268232

Based in Greensburg

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.