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Astoria Portfolio Advisors

Astoria Portfolio Advisors Email Formats

Investment ManagementFlag of USManhattan, New York, United States11-20 Employees

Astoria Portfolio Advisors Email Formats

Astoria Portfolio Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@astoriaadvisors.com), used 71.4% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@astoriaadvisors.com
71.4%
{first initial}
j@astoriaadvisors.com
21.4%
{first name}{last name}
johndoe@astoriaadvisors.com
7.1%

Key Contacts at Astoria Portfolio Advisors

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John Davi

Founder, Ceo, Cio

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Greg Sanderson

Director Sales

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David Clark

Co-Founder, Business Development

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Michael Stulic

Director Of Capital Markets

Company overview

Headquarters500 7th Ave, 9th Floor, New York, New York 10018, US
Phone number+12123816185
Website
NAICS5231
SIC672
Keywords
Thought Leadership, Content, Quantitative Research, Investment Management, Macro Research, Etf Managed Portfolios, Thematic Investing, Esg Portfolio Construction
Founded2017
Employees11-20
Socials

About Astoria Portfolio Advisors

Astoria Portfolio Advisors is an NYC-based independent investment management firm specializing in OCIO services, ETF managed portfolios, and quantitatively driven stock strategies. The firm oversees $2.4 billion in assets under management/advisement (as of May 5, 2024). Astoria serves as a sub-advisor to the Astoria Real Assets ETF (PPI), the Astoria US Equal Weight Quality Kings ETF (ROE), the Astoria US Quality Growth Kings ETF (GQQQ) and the Astoria Dynamic Core US Fixed Income ETF (AGGA). Astoria’s unique portfolio management discipline combines macro, cross-asset expertise, and quantitative portfolio construction techniques. The firm utilizes factors and alternatives to build attractive, tax-efficient, and strategic investment solutions. The firm’s solutions range from core risk based ETF portfolios, thematic ETF portfolios, and quantitatively driven stock portfolios to single ETF solutions. Astoria places particular focus on providing clients with long-term, research-driven investment solutions, with an emphasis on thematic and secular investment trends. Core services include investment management and Outsourced Chief Investment Officer (OCIO) services. Astoria Portfolio Advisors claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. For more information, please reach out to John Davi at jdavi@astoriaadvisors.com or visit astoriaadvisors.com. To receive a GIPS report, please contact Nick Cerbone via email ncerbone@astoriaadvisors.com. For all relevant disclaimers, please visit our website: www.astoriaadvisors.com/disclaimer Twitter: @AstoriaAdvisors

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Intern
C-Suite

Employees by Department

Astoria Portfolio Advisors has 12 employees across 7 departments.

Departments

Number of employees

Funding Data

Astoria Portfolio Advisors has never raised funding before.

Astoria Portfolio Advisors Tech Stack

Discover the technologies and tools that power Astoria Portfolio Advisors's digital infrastructure, from frameworks to analytics platforms.

Lodash

Lodash

JavaScript libraries

Sentry

Sentry

Issue trackers

Sirvoy

Sirvoy

Appointment scheduling

GoDaddy

GoDaddy

Hosting

Wix

Wix

Blogs

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

React

React

JavaScript frameworks

Google Cloud

Google Cloud

IaaS

Google Cloud CDN

Google Cloud CDN

CDN

RSS

RSS

Miscellaneous

Frequently asked questions

Astoria Portfolio Advisors is located in Manhattan, New York, US.
You can reach Astoria Portfolio Advisors at +12123816185.
Astoria Portfolio Advisors was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.
Astoria Portfolio Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

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