Investment adviser · CRD 318662
ARMSTRONG ADVISORY GROUP INC.
Investment adviser filing (IA)
NEEDHAM, MA, United States · Form ADV filed Jul 10, 2026
- Regulatory AUM
- $1.67B Form ADV · Item 5.F
- Client accounts
- 4,071 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 741 | $1,411,100,813 | 84.6% |
| Individuals | 748 | $252,408,554 | 15.1% |
| Corporations & businesses | Fewer than 5 | $2,939,612 | 0.2% |
| Charities | Fewer than 5 | $1,730,043 | 0.1% |
Filing source
Form ADV 2118890 · Jul 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
144 GOULD STREET, SUITE 210NEEDHAM, MA, 02494, United States
CRD 318662
Filing source
Form ADV 2118890 · Jul 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.