Armstrong Financial, Inc.
RIASEC Registered
Total AUM
$35.3M
Discretionary
$35.3M
100% of AUM
Avg account
$504K
Accounts
70
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 175320
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI81.53%
- Individuals18.47%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Armstrong Financial, Inc. is an independent, individually owned registered investment adviser serving private individuals and families. The firm offers financial planning and portfolio management for individuals and small businesses, charging clients on a percentage-of-AUM basis and, where appropriate, hourly fees. It does not position itself as a capital allocator or pension consultant, is not active on ESG integration, and is not registered as a multi-state adviser.
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 Equities89%
- US Government Bonds7%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Timothy Armstrong
PresidentCRD 1901167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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