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ASTORIA STRATEGIC WEALTH, INC.
CRD 113510 · SEC 801-101469
NY, United States
Phone
888.321.7374
Fax
512-697-8302
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$482.5M
Discretionary AUM
$424.0M
Team
7 total employees; 7 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $25.1M |
| High net worth individuals | 122 | $451.6M |
| Pension/profit sharing plans | 2 | $5.8M |
States served
NY, RI, TX
All web addresses on file
Official SEC filing: View on IAPD