Overview
Assets Under Management: $109 million
Headquarters: WILTON, CT
High-Net-Worth Clients: 16
Average Client Assets: $4.7 million
Frequently Asked Questions
ARMSTRONG SHAW ASSOCIATES INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107957), ARMSTRONG SHAW ASSOCIATES INC. is subject to fiduciary duty under federal law.
ARMSTRONG SHAW ASSOCIATES INC. is headquartered in WILTON, CT.
ARMSTRONG SHAW ASSOCIATES INC. serves 16 high-net-worth clients according to their SEC filing dated December 05, 2023. View client details ↓
According to their SEC Form ADV, ARMSTRONG SHAW ASSOCIATES INC. offers portfolio management for individuals. View all service details ↓
ARMSTRONG SHAW ASSOCIATES INC. manages $109 million in client assets according to their SEC filing dated December 05, 2023.
According to their SEC Form ADV, ARMSTRONG SHAW ASSOCIATES INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.02%
Average Client Assets: $4.7 million
Total Client Accounts: 28
Discretionary Accounts: 28
Regulatory Filings
CRD Number: 107957
Filing ID: 1803911
Last Filing Date: 2023-12-05 15:50:00