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Armstrong Advisory Group Inc.

● SEC registered since 2022CRD 318662SEC# 801-123659Needham, MA
Export (members)
Reg. AUM
$1.44B
Employees
22
Accounts
3,841
Location
Needham, MA

Armstrong Advisory Group Inc. assets under management

Armstrong Advisory Group Inc. operates as an SEC-registered investment adviser based in Needham, MA. The firm has been registered since 2022. It reports $1.4 billion in regulatory assets under management and employs 22 people.
www.facebook.com/armstrongadvisorygroupView on SEC.gov ↗

Armstrong Advisory Group Inc. owners & executives

6 reported
NameTitleOwnershipSince
Brendan Kevin Hayes ControlManaging Partner, Financial Advisor10-25%2022
Charles Zodda ControlManaging Partner, Chief Investment Officer10-25%2022
Leonid Berline ControlChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Armstrong Advisory Group Inc. manage?

Armstrong Advisory Group Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Armstrong Advisory Group Inc. have?

Armstrong Advisory Group Inc. reports 22 employees.

Where is Armstrong Advisory Group Inc. located?

Armstrong Advisory Group Inc. is based in Needham, MA and has been SEC-registered since 2022.

Does Armstrong Advisory Group Inc. disclose fund performance?

Armstrong Advisory Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address144 Gould Street, Suite 210, Needham, MA 02494
Phone(781) 433-0001
Fax(781) 433-0002
Office hours8:30a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.44B
Non-discretionary$2.6M
Total (RAUM)$1.44B