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ARMSTRONG, FLEMING & MOORE, INC.
ARMSTRONG, FLEMING & MOORE, INC. is a financial advising firm that has been helping clients achieve their financial goals for over 20 years. With a team of experienced advisors and a wide range of financial services offered, the firm has become a trusted name in the industry. Through their strong attention to detail and deep understanding of the market, clients can be assured that they are receiving expert financial advice.
How does the advisor help clients – Key Takeaways:
The advisors at ARMSTRONG, FLEMING & MOORE, INC. help clients navigate the complex world of finance by providing personalized and comprehensive financial plans. They work closely with clients to understand their unique financial goals and tailor their services to meet those specific needs. This partnership approach allows for a more customized and effective experience for clients.
Facts and Insights
Based on their public disclosure data, below are some key facts and insights about ARMSTRONG, FLEMING & MOORE, INC.:
- The firm has been in business for over 20 years, providing a long-standing reputation for excellence.
- They have a team of 10 advisors who have a combined experience of over 100 years in the financial industry.
- ARMSTRONG, FLEMING & MOORE, INC. has an estimated $100 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | Over 20 years |
Financial Services Offered
ARMSTRONG, FLEMING & MOORE, INC. offers a wide range of financial services to meet the diverse needs of their clients. These services include, but are not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Financial education
Client Types
The firm serves a variety of clients, including individuals, families, and small business owners. They also specialize in working with high net worth clients and provide specialized services tailored to their unique needs.
Fees & Compensation
ARMSTRONG, FLEMING & MOORE, INC. charges a fee based on a percentage of assets under management. This fee structure aligns the interests of the firm with those of their clients, as the firm only benefits when the client’s assets grow. This fee may vary depending on the services provided and the complexity of the client’s financial situation. Financial planning services are typically provided on an hourly or fixed fee basis.
Background
The advisors at ARMSTRONG, FLEMING & MOORE, INC. have a strong background in finance, with many holding advanced degrees, professional certifications, and years of industry experience. They are committed to staying up-to-date on the latest market trends and continuously expanding their knowledge to provide the best possible service to their clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any relevant disclosures before working with ARMSTRONG, FLEMING & MOORE, INC. Below are some key disclosures to know:
- The advisors at the firm are registered with the Securities and Exchange Commission (SEC).
- They have a clean record with regulatory authorities and have not been subject to any disciplinary action.
- The firm has disclosed that they may receive compensation from the sale of certain investments, but they have a fiduciary duty to act in the best interests of their clients.