Astoria Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

300 Alpine Way Suite 230, Headingley, Ma...

Phone Number

(204) 384-1496

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Astoria Wealth Management

Astoria Wealth Management offers personalized wealth management services tailored for professionals, business owners, and families. They focus on wealth creation, preservation, and intergenerational transfer, providing independent fiduciary advice without product quotas or hidden incentives. The firm specializes in proactive tax planning and business transitions, ensuring clients are set up for financial success. With a holistic approach and a commitment to simplicity, they aim to protect and advance their clients' wealth with clarity and integrity.Explore more
Astoria Wealth Management's Social MediaPopular SearchesAstoria Wealth ManagementAstoria Wealth LLCSIC Code 62,628NAICS Code 52,523Show more

Astoria Wealth Management Org Chart

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Compare insights from companies similar to Astoria Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Astoria Wealth Management

<$5M
1-10
Private
-
2018
<$5M
1-10
Private
-
-
JC
James CarneyFinancial Executive & Consultant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
CS
Craig SimpsonFinancial Advisor
<$5M
1-10
Private
-
2011
<$5M
1-10
Private
-
2009
RK
Rajeev KudsiaSenior Financial Advisor
<$5M
1-10
Private
-
1992
BR
Bailey RyanOffice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Astoria Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Astoria Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Astoria Wealth Management.

Astoria Wealth Management Tech Stack

A closer look at the technologies used by Astoria Wealth Management

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Frequently Asked Questions Regarding Astoria Wealth Management

What is Astoria Wealth Management's official website?
Astoria Wealth Management's official website is www.astoriawealth.com
What is Astoria Wealth Management's Revenue?
Astoria Wealth Management's revenue is <$5 Million
What is Astoria Wealth Management's SIC code?
Astoria Wealth Management's SIC: 62,628
What is Astoria Wealth Management's NAICS code?
Astoria Wealth Management's NAICS: 52,523
How many employees does Astoria Wealth Management have?
Astoria Wealth Management has 1-10 employees
What industry does Astoria Wealth Management belong to?
Astoria Wealth Management is in the industry of: Finance, Securities Trading
What is Astoria Wealth Management competition?
Astoria Wealth Management top competitors include: Carney Lyster & Associates Private Wealth, Kudsia Leith Sanchez, Dunphy Molloy & Associates, Starview Financial Advisors
What technology does Astoria Wealth Management use?
Some of the popular technologies that Astoria Wealth Management uses are: Microsoft 365, DigiCert, CenturyLink Managed Services, Cirrus Tech
How do I contact Astoria Wealth Management?
Astoria Wealth Management contact info: Phone number: (204) 384-1496 Website: www.astoriawealth.com
What does Astoria Wealth Management do?

Astoria Wealth Management offers personalized wealth management services tailored for professionals, business owners, and families. They focus on wealth creation, preservation, and intergenerational transfer, providing independent fiduciary advice without product quotas or hidden incentives. The firm specializes in proactive tax planning and busine... ss transitions, ensuring clients are set up for financial success. With a holistic approach and a commitment to simplicity, they aim to protect and advance their clients' wealth with clarity and integrity.Read More

What are Astoria Wealth Management social media links?
Astoria Wealth Management Linkedin page Astoria Wealth Management Facebook page
Is Astoria Wealth Management a public company?
Astoria Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Astoria Wealth Management

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