Unclaimed Profile

James Daniel Ault

TRUSTMONT ADVISORY GROUP, INC.·GREENSBURG, Pennsylvania

TRUSTMONT ADVISORY GROUP, INC.

SCENIC DRIVE PROFESSIONAL CENTER, GREENSBURG, PA 15601CRD# 1439447Firm CRD# 106015

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Daniel Ault · GREENSBURG, PA

Registration

CRD #1439447 · TRUSTMONT ADVISORY GROUP, INC.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

James Daniel Ault is a registered financial advisor based in GREENSBURG, Pennsylvania, affiliated with TRUSTMONT ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TRUSTMONT ADVISORY GROUP, INC.

AUM

$919M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRUSTMONT ADVISORY GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1439447

Firm CRD# 106015

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Daniel Ault offer?

James Daniel Ault specializes in Financial Planning, Investment Management. Contact their office in GREENSBURG, Pennsylvania for a consultation.

What are James Daniel Ault's credentials?

James Daniel Ault is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Daniel Ault located?

James Daniel Ault is based in GREENSBURG, Pennsylvania, working with TRUSTMONT ADVISORY GROUP, INC.. Their office serves clients in the GREENSBURG metropolitan area and surrounding communities.

How does James Daniel Ault charge for services?

James Daniel Ault's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUSTMONT ADVISORY GROUP, INC.?

TRUSTMONT ADVISORY GROUP, INC. has approximately 64 employees and manages $919M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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