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| Astoria Portfolio Advisors LLC
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|---|---|
| CRD # | 288271 |
| SEC # | 801-119078 |
| CIK # | 0001587982, 0001931642 |
| AUM | $504.2 MM (2024-03-15) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 212-381-6185 |
| Address | 500 7th Avenue New York, NY 10018 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 11.6 | |
| BAC | 278,315.2 | 8.3 | |
| AAPL | 2,382,844.0 | 6.3 | |
| TYL | 13,860.5 | 5.7 | |
| GLDM | 4.9 | ||
| MSFT | 1,918,222.4 | 3.9 | |
| JPM | 340,169.2 | 3.0 | |
| SPTS | 2.5 | ||
| META | 434,852.0 | 2.3 | |
| AMZN | 1,092,997.8 | 2.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 883 | 174.2 |
| (b) Individuals (high net worth individuals) | 64 | 195.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 127.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 5.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,350 | 504.2 |
| By Discretionary | ||
| Discretionary | 1,348 | 503.1 |
| Non-Discretionary | 2 | 1.1 |
| Total | 1,350 | 504.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 504.0 | |
| Total | 1,350 | 504.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001931642] |
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|---|---|---|
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MN | 0.5 |
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Autumn Glory Partners LLC
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TX | 0.5 |
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Early McClintic & McMillan LLC
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Hubbell Strickland Wealth Management LLC
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LA | 0.5 |
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PASI Investments LLC
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Davidson Capital Management Inc
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TX | 0.5 |
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Gerber LLC
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OH | 0.5 |
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Harrell Investment Partners LLC
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TX | 0.5 |
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Butensky & Cohen Financial Security Inc
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FL | 0.5 |