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Home > Retirement Planners > massachusetts > needham > ARMSTRONG ADVISORY GROUP INC.
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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