Astoria Strategic Wealth, Inc.
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
FINTRXOverview
Astoria Strategic Wealth, Inc. is an independent registered investment adviser organized as a corporation and operating since 2015. The firm is owned by an individual and serves both high‑net‑worth individuals and families as well as institutional clients. Its engagement model includes percentage‑of‑AUM fees along with hourly and fixed‑fee arrangements. Core advisory services listed by the firm are financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify itself as an active ESG investor.
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
- Exchange Traded Equities96%
- US Government Bonds1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Kirby Jacobson
Chief Investment Officer, Managing PrincipalCRD 5631324
Mandi Moynihan
Chief Marketing OfficerCRD 4925301
Contacts
3 of 5
Shari Seidman
Associate Client AdvisorCRD 8038985
Russell Jacobson
Financial Planning AdvisorCRD 6111034
Brian Cox
PrincipalCRD 4705035
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$449M in ETFs
100%
$449M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $145M | 391,737 | 32.31% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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