Astrop Advisory Corporation
Firm details
- Headquarters
- ,
- CRD number
- 106738
- Website
- www.astrop.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Astrop Advisory Corporation is a small, fee-based advisory firm focused on portfolio management for individual and family clients, including small businesses. The firm charges a percentage-of-AUM fee and manages client portfolios with an equity-first orientation. Filings indicate a clear preference for exchange-traded equities as the primary building block of client accounts, supplemented by mutual funds and externally managed alternative strategies. Astrop is not positioned as an ESG investor, does not provide pension consulting, and operates under an individual-owner structure. Investment activity centers on listed markets: the firm uses exchange-traded equities and ETFs as the core liquid sleeve, while allocating a portion of client capital to third-party alternative managers for diversified return streams. The adviser operates on a discretionary basis and appears to blend long-only public market exposure with select allocations to hedge funds, real estate, commodities and oil & gas funds for diversification and return enhancement.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents10%
- US Government Bonds5%
Contacts
3 of 3Jean Astrop
Financial Advisor and Registered RepresentativeCRD 4412665

William Astrop
Financial Advisor and Registered RepresentativeCRD 3154425

Kevin Riley
Financial Advisor and Registered RepresentativeCRD 6942803
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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