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Building 2ATHENAINVEST ADVISORS LLC

Map pinGREENWOOD VILLAGE, CO
Phone(877) 430-5675
NotebookSEC #801-69258
Total AUM
$80.4M
Employees
5
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5340 S. QUEBEC ST.
SUITE 320-S
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8:00 A.M - 5:00 P.M. MDT
Monday - Friday
Phone
(877) 430-5675

ReceiptFinancials

Total AUM
$80.4M
Accounts
1,253
Discretionary
$80.4M
Accounts
1,253
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$1.3M
HNW Individual Clients
10
AUM
$8.3M
Investment Company Clients
1
AUM
$21.2M
Investment Advisor Clients
2
AUM
$49.6M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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