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Astoria Strategic Wealth, Inc.

● SEC registered since 2015CRD 113510SEC# 801-101469
Export (members)
Reg. AUM
$420.3M
Employees
8
Accounts
1,019
Location
—

Astoria Strategic Wealth, Inc. assets under management

Astoria Strategic Wealth, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2015. It reports $420.3 million in regulatory assets under management and employs 8 people.
www.linkedin.com/company/astoriastrategicwealthView on SEC.gov ↗

Astoria Strategic Wealth, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Brian Arthur Cox ControlPrincipal/ Chief Compliance Officer25-50%2013
Jacob Samuel Ridley ControlPrincipal And Senior Advisor5-10%2025
Kimberly Nmn Victoria ControlManaging Principal And Chief Operating Officer50-75%2010
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Frequently asked questions

How much does Astoria Strategic Wealth, Inc. manage?

Astoria Strategic Wealth, Inc. reports $420.3 million in regulatory assets under management on its Form ADV.

How many employees does Astoria Strategic Wealth, Inc. have?

Astoria Strategic Wealth, Inc. reports 8 employees.

Does Astoria Strategic Wealth, Inc. disclose fund performance?

Astoria Strategic Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone888.321.7374
Fax512-697-8302
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
CIK1777914
Discloses disciplinary historyNo

Assets under management

Discretionary$371.2M
Non-discretionary$49.1M
Total (RAUM)$420.3M