Astoria Portfolio Advisors LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 288271
- Registered since
- July 17, 2020
- Website
- www.astoriaadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Investment Companies44.77%
- Other Investment Advisers43.39%
- HNWI8.27%
- Individuals2.03%
- Corporations / Businesses1.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Astoria Portfolio Advisors LLC is an institutional registered investment adviser formed in 2020 that serves both individual/family and institutional clients. The firm offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees, and its advisory services span financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, and client education through seminars and workshops. Astoria does not self-identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator; instead it deploys external managers for certain strategy exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities17%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
John Davi
CEO and Chief Investment OfficerCRD 3067693
Bruce Lavine
CEOCRD 2513457
Contacts
3 of 9
George Gagliardi
Founder & Financial AdvisorCRD 5720367
Peter Hoffman
Investment Adviser RepresentativeCRD 5729878
Mary McDirmid
Investment Advisor RepresentativeCRD 6592221
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 182Active vs passive
$501M in ETFs
47%
$235M
22%
$266M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ASTORIA US QUALITY GROWTH KINGS ETF (GQQQ) | $59.2M | 1,629,060 | 11.81% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 500 7th Ave
- Time zone
- ET (UTC-5)
- Office locations
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