Henry H. Armstrong Associates, Inc.
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 105510
- Registered since
- July 29, 1983
- Website
- henryarmstrong.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.12%
- Charitable Organizations0.96%
- Individuals0.92%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Henry H. Armstrong Associates, Inc. is an independent registered investment adviser that has been SEC-registered since 1983. The firm serves primarily individual and family clients and bills on a percentage-of-assets-under-management basis. Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutional or business clients. FINTRX notes the firm does not position itself as an active ESG investor and is not a multi-state or pension consultant adviser. The firm was named to CNBC’s Top 100 Financial Advisory Firms list in 2025.
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 Equities88%
- Cash & Cash Equivalents7%
- US Government Bonds3%
- Public Funds/Mutual Funds1%
- Private Funds1%
Contacts
3 of 3
Peter Eberhart
Advisor, Managing DirectorCRD 5736248
James Armstrong
PresidentCRD 4365995
Adam Scholl
Senior Vice PresidentCRD 4446122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$7M in ETFs
100%
$7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $3.6M | 4,742 | 51.40% |
Location
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 1 Gtwy Ctr Ft Duquesne Blvd
- Time zone
- ET (UTC-5)
- Office locations
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