ASTORIA STRATEGIC WEALTH, INC.

HTTP://WWW.PAULEYFINANCIAL.COM/ FLOWER MOUND, TX How do I update this listing?

Astoria Strategic Wealth is based out of Flower Mound. Astoria Strategic Wealth is a large advisory firm with 97 clients and discretionary assets under management (AUM) of $125,469,461 (Form ADV from 2018-06-01). Their last reported 13F filing for Q4 2019 included $140,491,000 in managed 13F securities and a top 10 holdings concentration of 79.34%. Astoria Strategic Wealth's largest holding is SPDR Port Aggregate Bond ETF with shares held of 1,016,837. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ASTORIA STRATEGIC WEALTH, INC.

  

Business Phone: 888.321.7374
Fax: 512-697-8302
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: TX
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 17,182,100
Total Number of Clients: 97
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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