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Building 2ARMSTRONG ADVISORY GROUP INC.

Map pinNEEDHAM, MA
Phone(781) 433-0001
NotebookSEC #801-123659
Total AUM
$1.7B
Employees
22
Clients
1,494

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
144 GOULD STREET
SUITE 210
NEEDHAM
MA 02494
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(781) 433-0001
Other Offices
12

ReceiptFinancials

Total AUM
$1.7B
Accounts
4,071
Discretionary
$1.7B
Accounts
4,068
Non-Discretionary
$3.1M
Accounts
3

ContactClients

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Individual Clients
748
AUM
$252.4M
HNW Individual Clients
741
AUM
$1.4B
Charitable Organization Clients
2
AUM
$1.7M
Corporation or Business Clients
3
AUM
$2.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKARAZCACOCTDCDEFLGAHIIAIDILINLAMAMDMEMIMNMONCNHNJNMNVNYOHORPARISCTNTXUTVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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