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Lacey M Dochinez

TRUSTMONT ADVISORY GROUP, INC.·GREENSBURG, Pennsylvania
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SCENIC DRIVE PROFESSIONAL CENTER, GREENSBURG, PA 15601CRD# 5809867Firm CRD# 106015
01

About

Lacey M Dochinez 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRUSTMONT ADVISORY GROUP, INC.
TRUSTMONT ADVISORY GROUP, INC.
AUM
$919M
Regulatory assets under management
Employees
64
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5809867
Firm CRD# 106015
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lacey M Dochinez offer?
Lacey M Dochinez specializes in Financial Planning, Investment Management. Contact their office in GREENSBURG, Pennsylvania for a consultation.
What are Lacey M Dochinez's credentials?
Lacey M Dochinez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lacey M Dochinez located?
Lacey M Dochinez 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 Lacey M Dochinez charge for services?
Lacey M Dochinez'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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Other advisors in GREENSBURG
Joseph Scott Codrick — CHAPEL HILL INVESTMENT ANALYSTS INCGeorge Phillip Hebert — TRUSTMONT ADVISORY GROUP, INC.Peter Daniel Dochinez — TRUSTMONT ADVISORY GROUP, INC.James Edward Harris — TRUSTMONT ADVISORY GROUP, INC.Joseph Anthony Scarpo — PRIVATE WEALTH ADVISORS, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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