A
CRD: 175320
Armstrong Financial, Inc.
Crozet, VA
3215379468
$35.3M Total AUM
$35.3M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-07-2015
- Office Locations
- 1
Office Locations
-- Crozet VA
About Armstrong Financial, Inc.
Armstrong Financial, Inc. is a Crozet-based RIA. The firm has been operating for 11 years. Managing $35.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Financial Planning, Portfolio Construction, Tax Planning.
Team overview
47 AVG AGE
$35.3M AVG AUM / ADVISOR
$905.5K AVG AUM / CLIENT
11.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Client Personas
Signal vector
Investment Themes
Insight catalyst
Investment Vehicles
Wave harbor
Services
Horizon Vital harbor Alpha glacier
Owner & Executives
T
TIMOTHY RAY ARMSTRONG
Advisor, Chief Compliance Officer, President
- CRD
- #1901167
- Ownership
- 75% or more
(671) 519-2538
catalyst.summit@foundationcapital.com
in linkedin.com/in/beacon-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,314,734 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,314,734 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,314,734
Equity - Exchange:
18.7% U.S. Government/Agency:
29.8% Cash:
32.9% Public Funds:
18.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,386,837,009 | 18.7% |
| U.S. Government/Agency | $2,210,039,726 | 29.8% |
| Cash | $2,439,943,188 | 32.9% |
| Public Funds | $1,379,420,769 | 18.6% |
| Total | $7,416,240,692 | 100.0% |