Astoria Strategic Wealth, Inc. is a large advisory firm based in Flower Mound. It manages $148.35 million of regulatory assets for 490 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Nebraska and Texas.
Astoria Strategic Wealth provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Astoria Strategic Wealth, Inc. is $148.35 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Astoria Strategic Wealth, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Astoria Strategic Wealth is high net worth individuals with 44 clients and $111.15 million of assets under management. Among the 10 most similar advisory firms, Astoria Strategic Wealth has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $148.35 million for 97 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Astoria Strategic Wealth doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Astoria Strategic Wealth, Inc. performs its advisory services is located at 4509 St. Clair Ct, Flower Mound, TX 75022 The mailing address of the firm is 2201 Long Prairie Road, Flower Mound, TX 75022. An additional office of the firm is in New Braunfels, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 888.321.7374 or by fax 512-697-8302. The normal business hours are by appointment on Other. You can find more information about the New York firm at pauleyfinancial.com/.