ASTORIA STRATEGIC WEALTH, INC.

Overview

Astoria Strategic Wealth, Inc. is an independent registered investment adviser that serves individual and family clients as well as institutional accounts. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting within a fee framework that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. Investment activity is centered on equity exposure delivered primarily through exchange-traded vehicles, with a core-satellite approach: broad-market ETFs provide the core, while select active strategies and external managers supply satellite allocations and specialty exposures. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices