Armstrong Advisory Group Inc.
● SEC registered since 2022CRD 318662SEC# 801-123659Needham, MA
Reg. AUM
$1.67B
Employees
22
Accounts
4,071
Location
Needham, MA
Armstrong Advisory Group Inc. assets under management
Armstrong Advisory Group Inc. operates as an SEC-registered investment adviser based in Needham, MA. The firm has been registered since 2022. It reports $1.7 billion in regulatory assets under management and employs 22 people.
Armstrong Advisory Group Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brendan Kevin Hayes Control | Managing Partner, Financial Advisor | 10-25% | 2022 |
| Charles Zodda Control | Managing Partner, Chief Investment Officer | 10-25% | 2022 |
| Leonid Berline Control | Chief Compliance Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Armstrong Advisory Group Inc. manage?
Armstrong Advisory Group Inc. reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Armstrong Advisory Group Inc. have?
Armstrong Advisory Group Inc. reports 22 employees.
Where is Armstrong Advisory Group Inc. located?
Armstrong Advisory Group Inc. is based in Needham, MA and has been SEC-registered since 2022.
Does Armstrong Advisory Group Inc. disclose fund performance?
Armstrong Advisory Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 144 Gould Street, Suite 210, Needham, MA 02494 |
| Phone | (781) 433-0001 |
| Fax | (781) 433-0002 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.67B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.67Bregulatory AUM
Discretionary $1.67BNon-discretionary $3.1M