Areas of Practice
Retirement PlanningTax PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
63 advisors
Number of Clients
3,945 clients
Average Client Portfolio
$285K average
Assets Under Management
$1.1B

Fee Structure

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Location

Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ana works as an investment advisor representative for AMH Advisory, LLC since July 2023. This role takes about half of her time.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
August 2023 - Present · 2 yrs 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Ana Maria Harwood - Financial Advisor | TrueAdvisor