Armstrong Advisory Group Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,663,509,367
Clients
1,489
Advisors
14
across 2 offices
About
Armstrong Advisory Group is an SEC‑registered wealth management firm that serves individuals (including high‑net‑worth clients), trusts, estates and small businesses with investment management, financial planning and related services such as retirement advice and donor‑advised fund account management. The firm manages approximately $1.67 billion for roughly 1,489 clients through a team of 14 advisors and operates a multi‑office model with 12 offices.
The firm’s investment approach is primarily long‑term and portfolio construction is driven by top‑down, macroeconomic asset‑allocation decisions with tactical adjustments implemented through ETFs, mutual funds and, when appropriate, individual securities. Portfolios are overseen by an investment committee that reviews security selections at least quarterly, discretionary accounts are rebalanced and monitored by advisors, and cash management includes use of the custodian’s sweep vehicle (swept cash has been excluded from the firm’s management fee since October 1, 2024).
Compared with many peers, Armstrong is notable for operating a larger multi‑office footprint and for sponsoring a wrap fee program that bundles trading costs into its asset‑based fee, as well as offering educational seminars and workshops to clients and prospects. The firm is affiliated with an insurance agency and some advisor representatives are licensed insurance agents who may receive commissions, it offers both “advised” variable annuity services and professional management for donor‑advised fund accounts, and it discloses these arrangements and the related conflicts of interest in its brochure.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $999,999: 1.25% $1,000,000 - $3,499,999: 1.00% $3,500,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
Certain investment advisor representatives earn commissions on insurance products separate from advisory fees
Account minimum: $400,000 Minimum fee: Financial planning services fixed fees starting at $5,000 per year, negotiable based on service complexity and relationship
Main office
See office144 Gould St, Suite 210
Needham MA 02494
Advisors at this office
14
Offices (2)
Most active in
Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virginia · Washington · Wisconsin · Wyoming
Also doing business as
Armstrong Advisory Group Inc. · Armstrong Advisory Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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