$28.1M Total AUM
$28.1M Disc. AUM
-- 3Y CAGR
2 Employees
82 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-19-2003
- Office Locations
- 1
Office Locations
-- Atlanta GA
About Astrop Advisory Corporation
Astrop Advisory Corporation is an Atlanta-based RIA serving retail clients, including entrepreneurs, with asset management and portfolio construction alongside insurance and business-succession planning. Portfolios are ETF-centric (majority of SMA assets), complemented by cash and U.S. government/agency bonds. The firm custodies assets with major platforms including Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$14.0M AVG AUM / ADVISOR
$342.5K AVG AUM / CLIENT
8.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Oak crest Catalyst Summit
Client Personas
Pathway
Investment Themes
Element
Investment Vehicles
Fusion legacy
Services
Summit Optima signal Radial Harbor
Owner & Executives
W
WILLIAM BOWEN ASTROP JR.
Advisor, Chief Executive Officer
- CRD
- #3154425
- Ownership
- 50% but less than 75%
(570) 314-9925
peak.oak@meridiancapital.com
in linkedin.com/in/legacy-peak
J
JEAN TRIMMER ASTROP
--
- CRD
- --
- Ownership
- 25% but less than 50%
(819) 468-6138
ridge.zenith@foundationcapital.com
in linkedin.com/in/horizon-harbor
Showing 2 of 2 owners & executives
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K
Kevin Richard Riley
--
- CRD
- #6942803
(612) 399-2271
glacier.harbor@legacycapital.com
in linkedin.com/in/crest-summit
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,083,886 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,083,886 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,083,886
Equity - Exchange:
48.1% Cash:
14.8% U.S. Government/Agency:
37.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $699,158,192 | 48.1% |
| Cash | $215,125,597 | 14.8% |
| U.S. Government/Agency | $539,267,545 | 37.1% |
| Total | $1,453,551,334 | 100.0% |