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Building 2ASTORIA PORTFOLIO ADVISORS LLC

Map pinNEW YORK, NY
Phone212-381-6185
NotebookSEC #801-119078
Total AUM
$977.6M
Employees
9
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 7TH AVENUE
9TH FLOOR
NEW YORK
NY 10018
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
212-381-6185
Other Offices
3

ReceiptFinancials

Total AUM
$977.6M
Accounts
1,068
Discretionary
$975.4M
Accounts
1,066
Non-Discretionary
$2.2M
Accounts
2

ContactClients

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Individual Clients
61
AUM
$19.9M
HNW Individual Clients
29
AUM
$80.8M
Investment Company Clients
4
AUM
$437.7M
Investment Advisor Clients
27
AUM
$424.2M
Corporation or Business Clients
2
AUM
$15M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILMAMDNCNHNJNYOHPASCTXVAVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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