ARMSTRONG ADVISORY GROUP INC.

144 Gould Street
Suite 210
Needham, Massachusetts 02494
Tel: (781) 433-0001

About ARMSTRONG ADVISORY GROUP INC.

ARMSTRONG ADVISORY GROUP INC, formally registered with the SEC as ARMSTRONG ADVISORY GROUP INC. The firm was established in 04/08/2022. They have over 12 offices throughout the country.

ARMSTRONG ADVISORY GROUP INC. is a Needham, Massachusetts based Financial Planning firm with nearly $1,437,702,524 assets under management, offering retirement planning & investment advisory services to 3841 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318662
SEC#	801-123659
Assets Managed by Firm	$1,437,702,524
No. of Clients	3841
No. of Advisors	22

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3841	$1,437,702,524
Individuals (other than high net worth individuals)	772	$269,237,732
High net worth individuals	645	$1,165,368,457
Charitable organizations	2	$1,713,257
Corporations or other businesses	1	$1,383,078

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