Peter Hoffman
Astoria Portfolio Advisors · New York, New York
Peter Hoffman is a fee-only financial advisor at Astoria Portfolio Advisors in New York, New York, who holds the CFP credential. Astoria Portfolio Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Astoria Portfolio Advisors |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $977.6M across 1,068 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NY · CRD 5729878 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.astoriaadvisors.com |
How Peter's firm compares
- Astoria Portfolio Advisors's average account is about $915,000, from its Form ADV (assets managed divided by 1,068 accounts).
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Questions about Peter
Is Peter Hoffman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Astoria Portfolio Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Astoria Portfolio Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Hoffman based?
Peter Hoffman is based in New York, New York.
What credentials does Peter Hoffman hold?
Peter Hoffman holds the CFP credential.
Is Peter Hoffman registered with the SEC?
Yes. Peter Hoffman is registered as an investment adviser representative in MA and NY (CRD 5729878), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Astoria Portfolio Advisors manage?
Astoria Portfolio Advisors reports $977.6M across 1,068 accounts in assets under management.
How do I contact Peter Hoffman?
Through Peter's website, www.astoriaadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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