SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Astoria Portfolio Advisors LLC
New York, NY
CRD 288271
Firm filing updated September 9, 2026 ·
- $977.6MAssets
- 9Advisory staff
- 1,068Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals61
- High net worth individuals29
- Other investment advisors27
- Investment companies4
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 61 | $19.9 million |
| High net worth individuals | 29 | $80.8 million |
| Investment companies | 4 | $437.7 million |
| Other investment advisors | 27 | $424.2 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $15.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
See all 4 services
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$977.6 million
- Accounts1,068
- Discretionary$975.4 million · 1,066 accounts
- Non-discretionary$2.2 million · 2 accounts
People
- Employees9
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients11 to 25
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 288271, SEC file 801-119078.
- Registered with the SEC as an investment advisor (status date on record: July 17, 2020).
Is Astoria Portfolio Advisors LLC a fiduciary?
Short answer: Astoria Portfolio Advisors LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.