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ARMSTRONG DIXON
ADE, LLC
CRD 168345 · SEC 801-106631
1500 SULGRAVE AVE, BALTIMORE, MD, 21209, United States
Phone
443-563-1111
Fax
443-563-1119
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$447.5M
Discretionary AUM
$446.4M
Team
9 total employees; 6 advisory reps; 8 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 132 | $38.8M |
| High net worth individuals | 158 | $404.4M |
| Corporations/business entities | 4 | $2.4M |
States served
CA, MD, NY, NC, PA, SC, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD