ARMSTRONG DIXON

1500 Sulgrave Ave
Baltimore, Maryland 21209
Tel: 443-563-1111

About ARMSTRONG DIXON

ARMSTRONG DIXON, formally registered with the SEC as ARMSTRONG DIXON. The firm was established in 09/08/2015. They have over 1 offices throughout the country.

ARMSTRONG DIXON is a Baltimore, Maryland based Financial Planning firm with nearly $312,066,617 assets under management, offering retirement planning & investment advisory services to 876 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168345
SEC#	801-106631
Assets Managed by Firm	$312,066,617
No. of Clients	876
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	876	$312,066,617
Individuals (other than high net worth individuals)	178	$38,556,592
High net worth individuals	127	$268,675,162
Pension and profit sharing plans	Fewer than 5 clients	$1,523,813
Charitable organizations	Fewer than 5 clients	$1,566,350
Corporations or other businesses	5	$1,744,700

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