Assets Under Management

$350.5M

Number of Clients

313

Number of Advisors

6

Average Client AUM

$1.1M

AUM per Advisor

$58.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Armstrong Dixon provides investment management, financial planning, and consulting services to individuals, high-net-worth families, charitable foundations, and small business owners. Investment management considers client risk tolerance and financial goals. Financial planning includes business succession, retirement, and estate planning.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net WorthFinancial Planning & CoachingInsurance Planning
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Location

1500 Sulgrave Ave, Baltimore, MD, 21209

6 Advisors at this firm

Armstrong Dixon | TrueAdvisor