ARMSTRONG & ASSOCIATES, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
3

Firm details

Headquarters
OTTAWA, Illinois
CRD number
122918
Fee structure
Hourly Charges
Services
Financial Planning

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Taylor Armstrong

    Wealth ManagerCRD 6694753

  • BRADLEY ARMSTRONG

    Registered RepresentativeCRD 1507864

  • ETHAN ARMSTRONG

    Wealth ManagerCRD 6633747

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth