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Astoria Portfolio Advisors LLC CRD 288271
$978M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 7Th Avenue 9Th Floor, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-17 |
| NY | RA | APPROVED | 2026-03-17 |
Branch Locations
500 7Th Avenue 9Th Floor, New York, NY 10018 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cherry Hills Country Club | Cherry Hills Village | CO | 05/2017 | 08/2020 |
| University Of Oklahoma | Norman | OK | 08/2018 | 05/2022 |
| Nike | Castle Rock | CO | 11/2019 | 01/2020 |
| Ack Construction | Denver | CO | 04/2020 | 08/2020 |
| Home Depot | Norman | OK | 10/2020 | 03/2021 |
| Northwestern Mutual | Denver | CO | 05/2021 | 02/2022 |
| Corkscrew Wine & Spirits | Norman | OK | 02/2022 | 05/2022 |
| J.K. Mullen High School | Denver | CO | 08/2014 | 05/2018 |
| Fidelity Investments | Westlake | TX | 06/2022 | 11/2024 |
| Transamerica Capital, Llc | Denver | CO | 01/2025 | 02/2026 |
| Astoria Portfolio Advisors Llc | Denver | CO | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-01 |
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