← Directory
ARMSTRONG ADVISORY GROUP INC.
CRD 318662File 801-123659
APPROVED
Retail clients
Custody
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.67B
Top 25% of cohort (national)
Discretionary AUM
$1.67B
Non-discretionary $3.1M
Clients
1,494
4,071 accounts
Employees
22
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 8, 2022
- Principal office
- 144 GOULD STREET, SUITE 210, NEEDHAM, MA, 02494
- Phone
- (781) 433-0001
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.67B
- Discretionary AUM
- $1.67B
- Non-discretionary AUM
- $3.1M
- Discretionary accounts
- 4,068
- Non-discretionary accounts
- 3
- Total accounts
- 4,071
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.9M |
| Charitable organizations | Fewer than 5 | $1.7M |
| High net worth individuals | 741 | $1.41B |
| Individuals (other than high net worth individuals) | 748 | $252.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.