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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Astoria Portfolio Advisors LLC
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|---|---|
| CRD # | 288271 |
| SEC # | 801-119078 |
| CIK # | 0001931642, 0001587982 |
| AUM | $698.8 M (2025-06-25) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 212-381-6185 |
| Address | 500 7th Avenue New York, NY 10018 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 16.0 | ||
| Bank of America Corp /DE/ | 9.8 | ||
| Apple Inc | 7.6 | ||
| Microsoft Corp | 6.6 | ||
| Tyler Technologies Inc | 4.3 | ||
| Amazon Com Inc | 3.8 | ||
| Alphabet Inc | 3.6 | ||
| Facebook Inc | 2.9 | ||
| J P Morgan Chase & Co | 2.7 | ||
| VISA Inc | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 987 | 209.7 |
| (b) Individuals (high net worth individuals) | 77 | 243.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 233.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 5.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 4.9 |
| (n) Other | 15 | 1.2 |
| Total | 1,059 | 698.8 |
| By Discretionary | ||
| Discretionary | 1,057 | 697.6 |
| Non-Discretionary | 2 | 1.1 |
| Total | 1,059 | 698.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 698.7 | |
| Total | 1,059 | 698.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001931642] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Paratus Financial Inc
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|
TX | 0.7 |
|
Rempart Asset Management Inc
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|
0.7 | |
|
Warburton Capital Management LLC
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OK | 0.7 |
|
Bason Asset Management LLC
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CO | 0.7 |
|
Lakeridge Wealth Management LLC
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|
OH | 0.7 |
|
Sunburst Financial Group LLC
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|
AL | 0.7 |
|
Fiduciary Financial Group LLC
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|
CA | 0.7 |
|
Freedom Advisory LLC
✚
|
PR | 0.7 |
|
Buttonwood Financial Group LLC
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|
MO | 0.7 |
|
Fiduciary Family Office LLC
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|
FL | 0.7 |