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ASTORIA PORTFOLIO ADVISORS LLC
CRD 288271 · SEC 801-119078
500 7TH AVENUE, 9TH FLOOR, NEW YORK, NY, 10018, United States
Phone
212-381-6185
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$977.6M
Discretionary AUM
$975.4M
Team
9 total employees; 9 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $19.9M |
| High net worth individuals | 29 | $80.8M |
| Investment companies | 4 | $437.7M |
| Other investment advisers | 27 | $424.2M |
| Corporations/business entities | 2 | $15.0M |
States served
VT, AZ, CA, CO, GA, IL, MD, MA, NJ, NY, NC, OH, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD