ARMSTRONG ADVISORY GROUP INC.

RIASEC RegisteredEst. 2022

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$410K

Accounts

4,071

Employees

Advisory reps

Firm details

Headquarters: NEEDHAM, Massachusetts
CRD number: 318662
Registered since: April 8, 2022
Website: armstrongadvisory.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI84.59%
Individuals15.13%
Corporations / Businesses0.18%
Charitable Organizations0.1%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Armstrong Advisory Group Inc. is an independent, SEC-registered registered investment adviser (registered in 2022) owned by an individual. The firm serves both individual and family clients as well as institutional relationships and small businesses. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Armstrong also operates as an insurance broker and offers fee arrangements that include a percentage of assets under management and fixed-fee engagements. The firm identifies as an active ESG investor. Armstrong is not structured as a capital allocator or a multi-state adviser, and it does not appear to run pooled investment vehicles itself. Instead, the firm combines traditional wealth management and insurance solutions with outsourced third-party investment strategies.