{
  "crd_number": 288271,
  "slug": "astoria-portfolio-advisors-llc-new-york-ny-288271",
  "primary_business_name": "ASTORIA PORTFOLIO ADVISORS LLC",
  "legal_name": "ASTORIA PORTFOLIO ADVISORS LLC",
  "dbas": [
    "COROMANDEL WEALTH STRATEGIES",
    "ORION WEALTH ADVISORS"
  ],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-07-17",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-09-09",
  "carried_forward": false,
  "raum_total": 977614793.0,
  "raum_discretionary": 975428676.0,
  "raum_non_discretionary": 2186117.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 9,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 19887770.0,
      "count": 61
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 437710000.0,
      "count": 4
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 424207706.0,
      "count": 27
    },
    "high_net_worth_individuals": {
      "raum": 80803514.0,
      "count": 29
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 15005803.0,
      "count": 2,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "MA",
    "MD",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "TX",
    "VA",
    "VT",
    "WA"
  ],
  "websites": [
    "https://astoriaadvisors.com",
    "https://coromandelwealth.com",
    "https://facebook.com/AstoriaAdvisors",
    "https://instagram.com/astoriaadvisors",
    "https://linkedin.com/company/astoria-portfolio-advisors?viewAsMember=true",
    "https://orionwealthadvisors.com",
    "https://twitter.com/ASTORIAADVISORS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288271",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/astoria-portfolio-advisors-llc-new-york-ny-288271",
  "display_name": "Astoria Portfolio Advisors LLC",
  "summary": "Astoria Portfolio Advisors LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 9, 2026.",
  "citation": "AdvisorCensus. Astoria Portfolio Advisors LLC (CRD 288271): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Astoria Portfolio Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Astoria Portfolio Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Astoria Portfolio Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $300 to $50,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Astoria Portfolio Advisors LLC located?",
      "a": "Astoria Portfolio Advisors LLC's principal office is in New York, NY, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Astoria Portfolio Advisors LLC registered with the SEC or a state?",
      "a": "Astoria Portfolio Advisors LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 288271."
    },
    {
      "q": "How much does Astoria Portfolio Advisors LLC manage?",
      "a": "Astoria Portfolio Advisors LLC reports $977,614,793 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary)."
    },
    {
      "q": "How have Astoria Portfolio Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Astoria Portfolio Advisors LLC: Regulatory assets under management: $149,174,992 in the October 2021 data and $977,614,793 in the October 2026 data, up 555%. Total employees: 4 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Astoria Portfolio Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61); high net worth individuals (29); other investment advisers (27)."
    },
    {
      "q": "Which custodians does Astoria Portfolio Advisors LLC use?",
      "a": "Astoria Portfolio Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Astoria Portfolio Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288271"
    },
    {
      "q": "Does Astoria Portfolio Advisors LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"There is generally no minimum amount that clients must deposit to invest with APA.\" \"APA does not impose a minimum portfolio size or a minimum initial investment to open an account.\""
    },
    {
      "q": "What changed in Astoria Portfolio Advisors LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in WA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 149174992.0,
      "total_employees": 4,
      "filing_date": "2021-07-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 178730070.0,
      "total_employees": 6,
      "filing_date": "2022-06-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 313074442.0,
      "total_employees": 6,
      "filing_date": "2023-05-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 504151448.0,
      "total_employees": 6,
      "filing_date": "2024-03-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 698759657.0,
      "total_employees": 7,
      "filing_date": "2025-06-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 977614793.0,
      "total_employees": 9,
      "filing_date": "2026-09-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in WA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 9.",
        "Regulatory assets under management went from $698,759,657 to $977,614,793 (+40%).",
        "Added an office in Lexington, MA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in CO."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$1,500",
    "planning_fees": [
      "Flat fee: $300 to $50,000 (creating client financial plans)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is generally no minimum amount that clients must deposit to invest with APA.",
          "APA does not impose a minimum portfolio size or a minimum initial investment to open an account."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $1,500"
        ],
        "quotes": [
          "APA does impose a minimum fee per account typically around $1,500 per year. In certain instances, this minimum fee may be waived."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $300 to $50,000 (creating client financial plans)"
        ],
        "quotes": [
          "Financial Planning Fees: Fixed Fees - The rate for creating client financial plans is between $300 and $50,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": 1500.0,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 300.0,
          "max": 50000.0,
          "period": "one_time",
          "service": "creating client financial plans"
        }
      ]
    },
    "quotes": [
      "There is generally no minimum amount that clients must deposit to invest with APA.",
      "APA does not impose a minimum portfolio size or a minimum initial investment to open an account.",
      "APA does impose a minimum fee per account typically around $1,500 per year. In certain instances, this minimum fee may be waived.",
      "Financial Planning Fees: Fixed Fees - The rate for creating client financial plans is between $300 and $50,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/astoria-portfolio-advisors-llc-new-york-ny-288271.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 61,
      "fewer_than_5": false,
      "raum": 19887770.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 29,
      "fewer_than_5": false,
      "raum": 80803514.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 4,
      "fewer_than_5": false,
      "raum": 437710000.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 27,
      "fewer_than_5": false,
      "raum": 424207706.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 15005803.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288271",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}