Astrop Advisory Corporation

RIASEC Registered
Total AUM
$28.1M
Discretionary
$28.1M
100% of AUM
Avg account
$342K
Accounts
82
Employees
2
Advisory reps
3

Firm details

Headquarters
,
CRD number
106738
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 10%, US Government Bonds 5%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents10%
  • US Government Bonds5%

Contacts

3 of 3
  • Jean Astrop

    Financial Advisor and Registered RepresentativeCRD 4412665

  • William Astrop

    William Astrop

    Financial Advisor and Registered RepresentativeCRD 3154425

  • Kevin Riley

    Kevin Riley

    Financial Advisor and Registered RepresentativeCRD 6942803

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth