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Richard Warren Koe

ASTORIA CAPITAL MANAGEMENT, INC.·MILWAUKIE, Oregon
Clean recordASTORIA CAPITAL MANAGEMENT, INC.
2316 SE CLATSOP STREET, MILWAUKIE, OR 97202CRD# 724569Firm CRD# 112780

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Warren Koe · MILWAUKIE, OR
Registration
CRD #724569 · ASTORIA CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Warren Koe is a registered financial advisor based in MILWAUKIE, Oregon, affiliated with ASTORIA CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ASTORIA CAPITAL MANAGEMENT, INC.
ASTORIA CAPITAL MANAGEMENT, INC.
AUM
$39M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at ASTORIA CAPITAL MANAGEMENT, INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 724569
Firm CRD# 112780
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Warren Koe offer?
Richard Warren Koe specializes in Retirement Planning. Contact their office in MILWAUKIE, Oregon for a consultation.
What are Richard Warren Koe's credentials?
Richard Warren Koe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Warren Koe located?
Richard Warren Koe is based in MILWAUKIE, Oregon, working with ASTORIA CAPITAL MANAGEMENT, INC.. Their office serves clients in the MILWAUKIE metropolitan area and surrounding communities.
How does Richard Warren Koe charge for services?
Richard Warren Koe's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASTORIA CAPITAL MANAGEMENT, INC.?
ASTORIA CAPITAL MANAGEMENT, INC. is a registered investment adviser with the SEC, managing $39M in regulatory assets under management. See their Form ADV for full details.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)JACKSONVILLE (11)GRANTS PASS (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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