Armstrong Advisory Group Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Needham, MA. Its latest Form ADV filing, dated March 4, 2026, reports $1.7B in regulatory assets under management, 22 employees, 12 offices, and 4,071 accounts.
Assets Under Management
$1.7B
Employees
22
Offices
12 offices
Total Clients
1,494
Primary office
NEEDHAM, MA
144 GOULD STREET, SUITE 210, NEEDHAM, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.1% of total clients.
Top client categories% of clientsClients
1
Individuals
50.1%
748
2
HNWI
49.6%
741
3
Corporations
0.2%
3
4
Charitable
0.1%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 4, 2026
Discretionary99.8%
$1.7B
100% of total RAUM99.8%
Non-discretionary0.2%
$3M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.7B
Total Accounts4,071
10Y AUM Change+$1.7B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee68:1
10Y Employee Change-6 (-21.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.