|
⚲
|
| Armstrong Fleming & Moore Inc
✚
| |
|---|---|
| CRD # | 107347 |
| SEC # | 801-38960 |
| CIK # | 0001990099 |
| AUM | $1.0 BB (2024-03-26) |
| Employees | 20 (80% Investors, 70% Brokers) |
| Phone | 202-887-8135 |
| Address | 1800 M Street NW Washington, DC 20036 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| CAVA | 27.6 | ||
| AAPL | 2,382,844.0 | 20.5 | |
| SAIC | 5,125.1 | 4.3 | |
| MAR | 45,393.0 | 3.3 | |
| WPC | 16,425.3 | 3.1 | |
| COST | 207,576.9 | 2.8 | |
| NVDA | 399,550.0 | 2.7 | |
| XOM | 385,508.3 | 2.4 | |
| MSFT | 1,918,222.4 | 2.2 | |
| JPM | 340,169.2 | 2.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 162 | 42.8 |
| (b) Individuals (high net worth individuals) | 275 | 957.7 |
| (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 | 0 | 4.7 |
| (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 | 0 | 0.0 |
| (n) Other | 7 | 34.2 |
| Total | 447 | 1,039.5 |
| By Discretionary | ||
| Discretionary | 57 | 141.9 |
| Non-Discretionary | 390 | 897.6 |
| Total | 447 | 1,039.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,039.5 | |
| Total | 447 | 1,039.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001990099] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Armstrong Advisory Group Inc
✚
|
MA | 1.2 |
|
Townsend & Associates Inc
✚
|
CO | 1.1 |
|
Financial Planning and Information Services Inc
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|
WI | 1.1 |
|
Arbor Investment Advisors LLC
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|
NC | 1.0 |
|
SOFI Wealth LLC
✚
|
CA | 0.9 |
|
American Financial Advisors Inc
✚
|
FL | 0.9 |
|
Baron Silver Stevens Financial Advisors LLC
✚
|
FL | 0.9 |
|
Beacon Capital Management LLC
✚
|
TN | 0.9 |
|
McIlrath & Eck LLC
✚
|
WA | 0.8 |
|
Richard Young Associates Ltd
✚
|
GA | 0.8 |