HENRY H. ARMSTRONG ASSOCIATES, INC.
Adviser information for HENRY H. ARMSTRONG ASSOCIATES, INC. last updated from Form ADV on February 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Pennsylvania, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 543 | $1.1B |
Non-Discretionary | 0 | $0 |
Total | 543 | $1.1B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 29 | $12.1M |
HNW Individuals | 117 | $1.0B |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $10.7M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
No. of Financial Planning Clients | 51-100 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
ONE GATEWAY CENTER420 FT. DUQUESNE BLVD, STE 1425
PITTSBURGH
PA
United States
Monday - Friday, 8:30 - 5:30
Tel: 412-471-1551, Fax: 412-471-7828
Websites
Chief Compliance Officer
PETER D. EBERHART
MANAGING DIRECTOR
ONE GATEWAY CENTER
420 FT. DUQUESNE BLVD, STE 1425
PITTSBURGH
PA
United States
Tel:
412-471-1551
Fax:
412-471-7828
P***@*****************M
(Full email address available in API data)
Regulatory Contact
ADAM SCHOLL
SENIOR VICE PRESIDENT
ONE GATEWAY CENTER
420 FT. DUQUESNE BLVD, STE 1425
PITTSBURGH
PA
United States
Tel:
412-471-1551
Fax:
412-471-7828
A***@*****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ARMSTRONG, JAMES, MCKAY | Individual | – | PRESIDENT | 01/1998 | > 75% |
SCHOLL, ADAM, P | Individual | – | SENIOR VICE PRESIDENT | 02/2009 | < 5% |
EBERHART, PETER, D | Individual | – | MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER | 09/2013 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 2nd, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
MICROSOFT CORP | COM | 314M | 703K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 143M | 352K | – |
BERKSHIRE HATHAWAY INC DEL | CL A | 200M | 326 | – |
MOODYS CORP | COM | 65M | 155K | – |
PROCTER AND GAMBLE CO | COM | 64M | 391K | – |
JOHNSON & JOHNSON | COM | 54M | 367K | – |
ALPHABET INC | CAP STK CL C | 18M | 99K | – |
UNION PAC CORP | COM | 15M | 65K | – |
AIR PRODS & CHEMS INC | COM | 14M | 54K | – |
APPLE INC | COM | 14M | 65K | – |
INTEL CORP | COM | 14M | 438K | – |
MEDTRONIC PLC | SHS | 12M | 147K | – |
COCA COLA CO | COM | 9M | 136K | – |
ALPHABET INC | CAP STK CL A | 7M | 36K | – |
MASTERCARD INCORPORATED | CL A | 6M | 15K | – |
HOME DEPOT INC | COM | 4M | 11K | – |
AUTOMATIC DATA PROCESSING IN | COM | 4M | 15K | – |
SPDR S&P 500 ETF TR | TR UNIT | 3M | 6K | – |
ABBVIE INC | COM | 3M | 19K | – |
WATERS CORP | COM | 3M | 11K | – |
PEPSICO INC | COM | 3M | 17K | – |
ABBOTT LABS | COM | 2M | 24K | – |
AMAZON COM INC | COM | 2M | 12K | – |
JACOBS SOLUTIONS INC | COM | 2M | 17K | – |
GENERAL ELECTRIC CO | COM NEW | 2M | 13K | – |
NVIDIA CORPORATION | COM | 2M | 15K | – |
VISA INC | COM CL A | 2M | 7K | – |
FASTENAL CO | COM | 2M | 27K | – |
MCCORMICK & CO INC | COM NON VTG | 2M | 23K | – |
NOVO-NORDISK A S | ADR | 1M | 10K | – |
3M CO | COM | 1M | 13K | – |
SCHWAB CHARLES CORP | COM | 1M | 18K | – |
EXXON MOBIL CORP | COM | 1M | 11K | – |
COSTCO WHSL CORP NEW | COM | 949K | 1K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 936K | 4K | – |
DISNEY WALT CO | COM | 911K | 9K | – |
TJX COS INC NEW | COM | 882K | 8K | – |
AUTODESK INC | COM | 797K | 3K | – |
INTERNATIONAL BUSINESS MACHS | COM | 725K | 4K | – |
EXPEDITORS INTL WASH INC | COM | 591K | 5K | – |
RB GLOBAL INC | COM | 580K | 8K | – |
GE VERNOVA LLC | COM | 523K | 3K | – |
ISHARES TR | CORE S&P500 ETF | 521K | 952 | – |
EMERSON ELEC CO | COM | 514K | 5K | – |
PFIZER INC | COM | 496K | 18K | – |
WALMART INC | COM | 434K | 6K | – |
ASML HOLDING N V | N Y REGISTRY SHS | 423K | 414 | – |
MERCK & CO INC | COM | 416K | 3K | – |
SHERWIN WILLIAMS CO | COM | 358K | 1K | – |
ISHARES TR | CORE S&P MCP ETF | 354K | 6K | – |
AMGEN INC | COM | 346K | 1K | – |
BAUSCH HEALTH COS INC | COM | 308K | 44K | – |
ISHARES TR | CORE S&P SCP ETF | 300K | 3K | – |
GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 286K | 4K | – |
RTX CORPORATION | COM | 264K | 3K | – |
CHEVRON CORP NEW | COM | 262K | 2K | – |
ISHARES TR | RUS MID CAP ETF | 260K | 3K | – |
CAREDX INC | COM | 249K | 16K | – |
NEXTDOOR HOLDINGS INC | COM CL A | 28K | 10K | – |