1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ATHENA INVESTMENT MANAGEMENT

Map pin
Phone925-254-1649
NotebookSEC #801-13100
Total AUM
$342.1M
Employees
5
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 - 4:00
Monday - Friday
Phone
925-254-1649

ReceiptFinancials

Total AUM
$342.1M
Accounts
399
Discretionary
$341.4M
Accounts
395
Non-Discretionary
$711.5K
Accounts
4

ContactClients

View more in analytics →

Individual Clients
46
AUM
$19.6M
HNW Individual Clients
51
AUM
$262.9M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
2
AUM
$4.4M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
3
AUM
$55.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANH

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account