ARMSTRONG & ASSOCIATES, INC.
Firm details
- Headquarters
- OTTAWA, Illinois
- CRD number
- 122918
- Website
- www.raymondjames.com
- Fee structure
- Hourly Charges
- Services
- Financial Planning
Firm profile
FINTRXOverview
Armstrong & Associates, Inc. is registered as an independent registered investment adviser operating under a corporate structure with individual ownership. The firm’s primary documented advisory activity is financial planning services rather than discretionary portfolio management. Fee billing is organized around hourly charges, which aligns with a consulting- and advice-focused model instead of an asset-based revenue model. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It also does not present itself as a multi-state adviser or a pension consultant in the available data. Given those signals, Armstrong & Associates appears oriented toward delivering planning and advice engagements on an hourly basis rather than running large, managed-asset programs or allocating client capital to external managed alternative funds.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Taylor Armstrong
Wealth ManagerCRD 6694753
BRADLEY ARMSTRONG
Registered RepresentativeCRD 1507864
ETHAN ARMSTRONG
Wealth ManagerCRD 6633747
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OTTAWA, IL
LA SALLE
Location
OTTAWA, IL
Headquartered in OTTAWA, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- LA SALLE
- Address
- 1410 Aquarius Cir
- Time zone
- CT (UTC-6)
- Office locations
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