Falists
← Back to search

ARMSTRONG DIXON

ADE, LLC

CRD 168345 · SEC 801-106631

Visit website

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

TypeClientsAUM
Individuals132$38.8M
High net worth individuals158$404.4M
Corporations/business entities4$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