ATHENAINVEST ADVISORS LLC
Total AUM
$80.4M
Employees
5Clients
23Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5340 S. QUEBEC ST.
SUITE 320-S
GREENWOOD VILLAGE
CO 80111
United States
SUITE 320-S
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8:00 A.M - 5:00 P.M. MDT
Monday - Friday
Monday - Friday
Phone
(877) 430-5675
Financials
Total AUM
$80.4M
Accounts
1,253Discretionary
$80.4M
Accounts
1,253Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
10AUM
$1.3M
HNW Individual Clients
10AUM
$8.3M
Investment Company Clients
1AUM
$21.2M
Investment Advisor Clients
2AUM
$49.6M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.