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ARMSTRONG ADVISORY GROUP INC.
CRD 318662 · SEC 801-123659
144 GOULD STREET, SUITE 210, NEEDHAM, MA, 02494, United States
Phone
(781) 433-0001
Fax
(781) 433-0002
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.67B
Discretionary AUM
$1.67B
Team
22 total employees; 10 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 748 | $252.4M |
| High net worth individuals | 741 | $1.41B |
| Charitable organizations | 2 | $1.7M |
| Corporations/business entities | 3 | $2.9M |
States served
VT, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, LA, ME, MD, MA, MI, MN, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD