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, individual-owned registered investment adviser that began SEC registration in 2022. The firm serves both individuals/families and institutional clients, combining portfolio management and financial planning with insurance brokerage services. Its advisory offerings include fee models based on a percentage of assets under management and fixed fees, and the firm runs educational seminars and workshops targeted at smaller businesses and private clients. Armstrong describes itself as an active ESG investor and maintains a focus on equities within client portfolios.
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
Charles Zodda
PartnerCRD 5733657
Paul Lane
Financial AdvisorCRD 5801847
Michael Armstrong
PresidentCRD 6218973
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 374Active vs passive
$1.8B in ETFs
98%
$1.8B
1%
$34.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $245M | 319,321 | 13.36% |
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
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