Astoria Strategic Wealth, Inc.
Astoria Strategic Wealth, Inc. (CRD# 113510) is a financial advisory firm headquartered in Conroe, TX. They manage $352,065,544 in 792 accounts and serve the financial needs of clients across 2 states (or territories).
-
Total Assets Under Management352MILLION
-
Total Number of Accounts792ACCOUNTS
-
Average Account Value$444,527
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NY, TX
Kirby Jacobson (CRD# 113510) is an Investment Advisor Representative at Astoria Strategic Wealth, Inc. and has over 15 years of experience in the finance industry. Kirby Jacobson is the Chief Investment Officer (CIO) of Astoria Strategic Wealth. Astoria is an independently owned, fee-only Registered Investment Advisor providing clients with support across investments, estate preservation, financial independence and insurance analysis located in Texas. Astoria focuses on goals-based portfolio management, analyzing investment growth opportunity against risk when evaluating your personal and professional goals.
Kirby Jacobson merged his practice, Jacobson Wealth Management LLC, in January of 2022 with Astoria after 15+ years as a successfully established financial planner with a progressive career supporting clients of all levels of portfolio management and investment needs.
Kirby Jacobson is both a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Analyst® charterholder, a rare and unique combination that provides clients a well-rounded perspective on their financial needs and investment strategies. His passion and experience supports both young investors looking to build their portfolios across a progressive career as well as those more established in their careers and investments looking for a creative, collaborative partner in the management of their assets.
Brian Cox (CRD# 4705035) is an Investment Advisor Representative working at Astoria Strategic Wealth, Inc. in Conroe, TX and has over 20 years of experience in the finance industry.
Jacob Ridley (CRD# 6760906) is an Investment Advisor Representative working at Astoria Strategic Wealth, Inc. in Conroe, TX and has over 7 years of experience in the finance industry.
Kimberly Victoria (CRD# 5799849) is an Investment Advisor Representative working at Astoria Strategic Wealth, Inc. in Conroe, TX and has over 12 years of experience in the finance industry.
Matthew Frost (CRD# 7249298) is an Investment Advisor Representative working at Astoria Strategic Wealth, Inc. in Conroe, TX and has over 3 years of experience in the finance industry.
Taylor Wilcox (CRD# 7813081) is an Investment Advisor Representative working at Astoria Strategic Wealth, Inc. in Humble, TX and has 1 year of experience in the finance industry.