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| Keyboard |
| Armstrong Advisory Group Inc
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|---|---|
| CRD # | 318662 |
| SEC # | 801-123659 |
| CIK # | 0001932952 |
| AUM | 1,668.2 M (2026-03-04) |
| Employees | 22 (45% Investors, 0% Brokers) |
| Phone | 781-433-0001 |
| Address | 144 Gould Street Needham, MA 02494 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 22.2 | ||
| Microsoft Corp | 10.0 | ||
| Amazon Com Inc | 8.6 | ||
| Lilly Eli & Co | 8.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 748 | 252.4 |
| (b) Individuals (high net worth individuals) | 741 | 1,411.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 4,071 | 1,668.2 |
| By Discretionary | ||
| Discretionary | 4,068 | 1,665.1 |
| Non-Discretionary | 3 | 3.1 |
| Total | 4,071 | 1,668.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 1,667.6 | |
| Total | 4,071 | 1,668.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001932952] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
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