Armstrong Advisory Group Inc.
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
FINTRXOverview
Armstrong Advisory Group Inc. is an independent, individually owned registered investment adviser that entered SEC registration in 2022. The firm serves both individual and family clients as well as institutional accounts and combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services and educational workshops. Its fee model includes both percentage-of-AUM and fixed-fee arrangements. The firm identifies as an active ESG investor and integrates those considerations into its advisory work.
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 Equities86%
- Public Funds/Mutual Funds5%
- US Government Bonds3%
- Cash & Cash Equivalents3%
- Other3%
Owners & executives
1 of 1
Leonid Berline
Chief Compliance OfficerCRD 3027633
Contacts
3 of 13
Michele Cropley
Operations ManagerCRD 2880562
Michael Bradley
Financial AdvisorCRD 6679616
Cash Armstrong
Financial AdvisorCRD 7264737
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 342Active vs passive
$1.8B in ETFs
94%
$1.7B
1%
$106M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB 1000 INDEX ETF (SCHK) | Schwab | Passive | Large Blend | $235M | 6,518,923 | 12.86% |
Location
Needham, MA
Norfolk
Location
Needham, MA
Headquartered in Needham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 144 Gould St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Pinnacle Pension Consultants LLC
RIANeedham, MA
Beaumont Financial Partners
RIANeedham, MA
Centerpoint Advisors, LLC
RIANeedham, MA
Goodman Advisory Group, LLC
RIANeedham, MA
Darrow Wealth Management
RIANeedham, MA
Commons Capital, LLC
RIANeedham, MA