HENRY H. ARMSTRONG ASSOCIATES, INC.
SEC RegisteredA Different View. Thoughtful Wealth Advisory. Personalized Guidance.
About the firm
For more than 35 years, Henry H. Armstrong Associates has been meeting the needs of families looking to protect, invest, and grow wealth for generations to come. As a fiduciary and independent advisory, the firm is compensated only for assets managed and sells no products. Since 1983, families, endowments, and individuals have depended on the team for the informed design and prudent management of their wealth plans.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized wealth planning and management including information gathering, goal setting, investment recommendations, implementation, and ongoing monitoring; with emphasis on fiduciary duty, tax efficiency, low turnover investing, and high-touch client service.
Who they serve
Families, endowments, and individuals looking to protect, invest, and grow multi-generational wealth; minimum account size of $2 million.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 28 | $11M |
| High Net Worth Individuals | 113 | $1.2B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5,000,000 | 1.00% |
| Next $5,000,000 | 0.90% |
| Next $5,000,000 | 0.80% |
| Over $15,000,000 | 0.70% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HENRY H. ARMSTRONG ASSOCIATES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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