Astoria Strategic Wealth Information
Contact top employees from
Astoria Strategic Wealth
Summary
Because the Journey Matters ...
Astoria Strategic Wealth is a Financial Advisor that provides Fee-Only, fiduciary, comprehensive financial planning, and investment management services. We...Show more
Organization Website | astoriastrategicwealth.com |
Social Links |  |
Phone Number | (888) 321-7374 |
Industries | |
Headquarters Location | New Braunfels, Texas, 78130 US |
Employees Size | 1-10 employees |
Specialties | Financial Planning, Investment Management, Wealth Management, Women and Wealth, Wealth Advisory Integrated with Trust and Estate Plans, Wealth Advisory Integrated with Insurance Needs Assessment |
Founded | 1996 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2009 | Privately Held | 1-10 | - | $- | |
| 2020 | - | 1-10 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Astoria Strategic Wealth shows a diverse range of experience levels:
6% have been with the company for less than 1 year19% for 1–2 years13% for 3–4 years19% for 5–7 years13% for 8–10 years31% have over 11 years of service at Astoria Strategic WealthEx-employees positions
In Company
In New Company
Contact top employees from
Astoria Strategic Wealth
Kirby Jacobson
Chief Investment Officer
Jennifer LaFortune
Director of Client Services
Mandi Moynihan
Director of Financial Planning
Jake Ridley
Senior Advisor
Kimberly Victoria
Managing Partner
Mandi Moynihan
Chief Marketing Officer & Senior Financial Advisor
Amber Picard
Financial Planning Advisor
Taylor Wilcox
Associate Client Advisor
Shari Seidman
Associate Client Advisor
Russell Jacobson
Financial Planning Advisor
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FAQ
Astoria Strategic Wealth operates in the Finance industries. More details can be found on the official website: astoriastrategicwealth.com.
The headquarters of Astoria Strategic Wealth are located in New Braunfels, United States.
You can contact Astoria Strategic Wealth by phone at (888) 321-7374.
Astoria Strategic Wealth currently employs 1-10 people.
Well-known competitors of Astoria Strategic Wealth include &Wealth and Channel Wealth.
