The ARMSTRONG ADVISORY GROUP is a privately held investment adviser that advises $1.67Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ARMSTRONG ADVISORY GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 180.78% over the last 4-years.
The Group has been registered with the SEC for 4.32 years and is comprised of 1 filing and 0 relying advisers. They operate out of 11 office locations with their Headquarters at 144 GOULD STREET SUITE 210, NEEDHAM, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 22 employees comprised of 10 investment and 12 non-investment staff. The total number of Employees decreased by 21.43% over the last 4-years.
Their $1.67Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 5 other accounts. Assets of High Net Worth Individuals clients own $1.41Bn or 84.59% of Total Assets and Individuals own $252.41mn or 15.13% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
ARMSTRONG ADVISORY GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.