Astoria Portfolio Advisors LLC

RIASEC RegisteredEst. 2020
Total AUM
$978M
Discretionary
$975M
100% of AUM
Avg account
$915K
Accounts
1,068
Employees
9
Advisory reps
11

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

FINTRX

Overview

Astoria Portfolio Advisors LLC is an SEC-registered investment adviser formed as an LLC in 2020 that serves both high-net-worth individuals and institutional clients. The firm operates as an institutional RIA and offers fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Core services listed include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for investment companies, and client education through seminars and workshops. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Exchange Traded Equities 17%, Cash & Cash Equivalents 3%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%, Other 1%76%
  • Public Funds/Mutual Funds76%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents3%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

2 of 2
  • Bruce Lavine

    Bruce Lavine

    CEOCRD 2513457

  • John Davi

    John Davi

    CEO and Chief Investment OfficerCRD 3067693

Contacts

3 of 9
  • Peter Hoffman

    Peter Hoffman

    Investment Adviser RepresentativeCRD 5729878

  • David Clark

    David Clark

    President and Head of Business DevelopmentCRD 2522650

  • Frank Tedesco

    Frank Tedesco

    AnalystCRD 7137953

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 182

Active vs passive

$501M in ETFs

Passive

47%

$235M

Active

22%

$266M

ETFProviderStyleCategoryValueShares% of portfolio
ASTORIA US QUALITY GROWTH KINGS ETF (GQQQ)$59.2M1,629,06011.81%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth