AL
Allen Lassinger
TRUSTMONT ADVISORY GROUP
PHILADELPHIA, PA 19152
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CRD#: 7851509
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Professional summary
Allen Lassinger is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Philadelphia, Pennsylvania.
Allen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Allen has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 202 N RICHARD LLC- 202 NORTH RICHARD ST BEDFORD PA 15522- OWNER- 05-2017- COMMERCIAL REAL ESTATE- 2 HPM OWN/MANAGE 2) 133 OVERPAR LLC- 202 NORTH RICHARD ST BEDFORD PA 15522- OWNER- 06-2019- COMMERCIAL REAL ESTATE- 2 HPM OWN/MANAGE 3) 2521 INDUSTRIAL AVE LLC- 202 NORTH RICHARD ST BEDFORD PA 15522-OWNER- 03-2020- RESIDENTIAL REAL ESTATE- 2 HPM OWN/MANAGE 4)LASSINGER CONSULTING LLC- DBA PWR ACCOUNTING AND TAX 7600 CASTOR AVE PHILADELPHIA PA 19152- PRESIDENT 01-2023- ACCOUNTING AND TAX PREPARATION- 160 HPM- MANAGE OPERATIONS, BOOKKEEPING, PAYROLL, TAX PREPARATION 5) SHIPPING PLACE INC- 531 E PITT ST BEDFORE PA 15522- PRESIDENT- 10-2021- RETAIL PACKAGE AND SHIPPING- 4 HPM- OVERSEE OPERATIONS AND MANAGE ACCOUNTING 6) 140 S ANDERSON LLC- 202 N RICHARD ST BEDFOR PA 15522- OWNER- 10-2021 COMMERCIAL REAL ESTATE- 2 HPM- OWN/MANAGE 7) A LOVING TOUCH FLOWER AND GIFT SHOP- PRESIDENT AND CFO- 06/2017-RETAIL FLORIST 4 HMP- ACCOUNTING MANAGEMENT 8) 950 E MAIN LLC- 202 NORTH RICHARD ST BEDFORD PA 15522- OWNER- 05-2024 COMMERCIAL REAL ESTATE- 4 HPM- OWN/MANAGE 9) ALLEN LASSINGER RENTALS- 507 OAKWOOD DR BEDFORD PA 15522- OWNER - 132 OVERPAR BEDFORD PA-915 HOWARD AVE ALTOONA PA- 8136 EVERGREEN CLAYSBURG PA- 7227 JANET PLACE FAILS CHURCH VA-103 BLANCHE ST BEDFORD PA- 154 N RICHARD BEDFORD PA- 2 HPM- OWN/MANAGE 10) PWR PLANNERS LLC- 200 BRUSH RUN RD GREENSBURG PA 15601- INVESTMENT ADVISORY SERVICES 11) PWR ACCOUNTING & TAX ADVISORS- 7600 CASTER AVE PHILIADELPIA PA 19152- 01-2024- DBA FOR LASSINGER CONSULTING 12) LLR PROPERT GROUP LLC- 202 N RICHARD ST BEDFORD PA 1552- OWNER 02-2025 COMMERCIAL REAL ESTATE 1HPM OWNER
CRS (Client Relationship Summary) - RIA
Click below to view Allen Lassinger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 25, 2024 - Present
TRUSTMONT ADVISORY GROUP, INC.
Office #1: 7600 Castoe Ave, Philadelphia, PA 19152RIA
CRD#: 106015
PHILADELPHIA, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUSTMONT ADVISORY GROUP, INC.
APPELMAN FINANCIAL | TRUSTMONT FINANCIAL GROUP, INC. | TRUSTMONT ADVISORY GROUP, INC. | TRUSTMARK ADVISORY GROUP, INC. | PWR PLANNERS | PRAXIS CAPITAL | HORIZON FINANCIAL ADVISORS | HELMICK & COMPANY WEALTH ADVISORS, LLC | CHAPEL HILL CAPITAL MANAGEMENT INC
CRD#: 106015 / SEC#: 801-30694
RIA
Registered Investment Advisory firm - (11/27/1987 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(1/25/2024)
Current Firm
TA
TRUSTMONT ADVISORY GROUP, INC.
APPELMAN FINANCIAL | TRUSTMONT FINANCIAL GROUP, INC. | TRUSTMONT ADVISORY GROUP, INC. | TRUSTMARK ADVISORY GROUP, INC. | PWR PLANNERS | PRAXIS CAPITAL | HORIZON FINANCIAL ADVISORS | HELMICK & COMPANY WEALTH ADVISORS, LLC | CHAPEL HILL CAPITAL MANAGEMENT INC
CRD#: 106015 / SEC#: 801-30694
RIA
Registered Investment Advisory firm - (11/27/1987 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Scenic Drive Professional Center 200 Brush Run Road, Suite A, Greensburg, PA 15601
Mailing Address
Phone number
(724) 468-5665
Established
Firm type
Fiscal year end
# of Employees
59
SEC notice filing (27 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,387 |
| AUM (Assets Under Management) | $ 1,126,006,619 |
Red Flags
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