Astoria Strategic Wealth, Inc.

RIASEC Registered

Total AUM

$483M

Discretionary

$424M

88% of AUM

Avg account

$473K

Accounts

1,021

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 113510
Registered since: July 15, 2015
Website: astoriastrategicwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI93.6%
Individuals5.2%
Pension & Profit Sharing Plans1.2%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Astoria Strategic Wealth, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2015. The firm serves both individual and family clients and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fees include a percentage of assets under management alongside hourly and fixed-fee engagements. Astoria 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

Exchange Traded Equities96%
US Government Bonds1%
State & Local Bonds1%
Investment Grade Corp Bonds1%
Cash & Cash Equivalents1%

Owners & executives

3 of 3

Kirby Jacobson
Chief Investment Officer, Managing PrincipalCRD 5631324
Sasha Stewart
Chief Compliance Officer, Director of Financial PlanningCRD 7364311
Mandi Moynihan
Chief Marketing OfficerCRD 4925301