ARMSTRONG ADVISORY GROUP INC.
Latest filing: Apr 10, 2025 (59 days ago)
AUM
$1,437,702,524
18% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
22
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NEEDHAM, MA
144 GOULD STREET, NEEDHAM, MA, UNITED STATES, 02494
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.4 |
| Non-Discretionary | $0.0 |
| Total | $1.4 |
| Client | AUM |
|---|---|
| Retail | $1.4 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 772 | $0.3 |
| Average Individual AUM | $348,754 | |
| HNW | 645 | $1.2 |
| Average HNW AUM | $1,806,773 | |
| Retail Total | 1,417 | $1.4 |
| Average Retail AUM | $1,012,425 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $1.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.4 |
| Retail SMA AUM | $1.4 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 86% | $1.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 4% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $0.1 |
| Other | 3% | $0.0 |
| Total | 100% | $1.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| ARMSTRONG INSURANCE GROUP, INC. | $0.0 | - | |
| B1 INSURANCE AGENCY, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
6 active
| Name | Title |
|---|---|
| BERLINE, LEONID | CHIEF COMPLIANCE OFFICER |
| ARMSTRONG, MICHAEL, SARGENT | PRESIDENT / SENIOR MANAGING PARTNER |
| POWERS, SUSAN, DAWN | MANAGING PARTNER, FINANCIAL ADVISOR |
| HAYES, BRENDAN, KEVIN | MANAGING PARTNER, FINANCIAL ADVISOR |
| ZODDA, CHARLES | MANAGING PARTNER, CHIEF INVESTMENT OFFICER |
| WILSON, SCOTT, EVERETT | MANAGING PARTNER. FINANCIAL ADVISOR. |
ADVDB.CO • SOURCE: SEC
Representatives
12 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL ARMSTRONG | NEEDHAM | MA | S66|2013-09-25 | ||||||
| SCOTT WILSON | NEEDHAM | MA | S66|2005-08-06 | ||||||
| MARK SCHAFFER | NEEDHAM | MA | S63|1994-11-14|S65|1998-06-15 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| SUSAN POWERS | NEEDHAM | MA | S66|2005-10-17 | ||||||
| PAUL LANE | NEEDHAM | MA | S66|2013-06-29 | CERTIFIED FINANCIAL PLANNER | |||||
| MATTHEW SCZUREK | NEEDHAM | MA | S65|2017-02-01|S63|2019-03-15 | CERTIFIED FINANCIAL PLANNER | |||||
| MARC FANDETTI | NEEDHAM | MA | S63|1998-08-07|S65|2000-07-10|S66|2016-09-19 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
| CASH ARMSTRONG | NEEDHAM | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| LEONID BERLINE | NEEDHAM | MA | S63|2001-05-20|S65|2006-08-18 | ||||||
| BRENDAN HAYES | NEEDHAM | MA | S63|2001-11-09|S66|2008-04-24 | ||||||
| ANDREW HAFF | NEEDHAM | MA | S63|2016-03-31 | CERTIFIED FINANCIAL PLANNER | |||||
| CHARLES ZODDA | NEEDHAM | MA | S66|2010-04-22 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.4 | $0.0 | 0% | 22 | 0 | 0% |
| 2025-04-21 | $1.4 | $0.0 | 0% | 22 | 0 | 0% |
| 2024-04-02 | $1.2 | $0.2 | 18% | 22 | 0 | 0% |
| 2023-04-04 | $1.0 | $0.4 | 41% | 25 | -3 | -12% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, AK-08/04/2022, AR-08/08/2022, AZ-08/03/2022, CA-08/04/2022, CO-08/04/2022, CT-04/08/2022, DC-08/08/2022, DE-08/04/2022, FL-08/04/2022, GA-08/04/2022, HI-08/04/2022, IA-06/14/2023, ID-08/04/2022, IL-08/08/2022, IN-01/19/2024, LA-07/10/2024, MA-04/08/2022, MD-08/04/2022, ME-08/04/2022, MI-08/04/2022, MN-07/10/2024, MO-06/05/2024, NC-08/04/2022, NH-04/08/2022, NJ-08/04/2022, NM-08/04/2022, NV-10/17/2022, NY-08/04/2022, OH-09/02/2022, OR-08/04/2022, PA-08/08/2022, RI-04/08/2022, SC-08/04/2022, TN-08/04/2022, TX-08/04/2022, UT-01/19/2024, VA-08/08/2022, VT-08/04/2022, WA-08/08/2022, WY-08/08/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV