1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ASTORIA STRATEGIC WEALTH, INC.

Map pin
Phone888.321.7374
NotebookSEC #801-101469
Total AUM
$482.5M
Employees
7
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
888.321.7374
Other Offices
6

ReceiptFinancials

Total AUM
$482.5M
Accounts
1,021
Discretionary
$424M
Accounts
912
Non-Discretionary
$58.5M
Accounts
109

ContactClients

View more in analytics →

Individual Clients
53
AUM
$25.1M
HNW Individual Clients
122
AUM
$451.6M
Pension/Profit Sharing Plan Clients
2
AUM
$5.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYRITX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account