Armstrong Dixon
Firm details
- Headquarters
- Baltimore, Maryland
- CRD number
- 168345
- Registered since
- September 8, 2015
- Website
- www.armstrongdixon.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.36%
- Individuals8.67%
- Corporations / Businesses0.53%
- Charitable Organizations0.25%
- Pension & Profit Sharing Plans0.19%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Armstrong Dixon is an independent registered investment adviser that has been registered with the SEC since 2015. The firm serves both individual/family and institutional clients and functions as a capital allocator — managing assets directly while also selecting outside managers. Its client work combines financial planning, portfolio management for individuals and small businesses, and manager selection. Fee arrangements include both percentage-of-assets and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds41%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
- Derivatives1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$236M in ETFs
67%
$157M
33%
$79.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $36.8M | 52,481 | 15.59% |
Location
Baltimore, MD
Baltimore City
Location
Baltimore, MD
Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore City
- Address
- 1500 Sulgrave Ave
- Time zone
- ET (UTC-5)
- Office locations
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