ATHENAINVEST ADVISORS LLC

5340 S. Quebec St.
Suite 320-S
Greenwood Village, Colorado 80111
Tel: (877) 430-5675

About ATHENAINVEST ADVISORS LLC

ATHENAINVEST ADVISORS LLC, formally registered with the SEC as ATHENAINVEST ADVISORS LLC. The firm was established in 06/16/2008. They have over 1 offices throughout the country.

ATHENAINVEST ADVISORS LLC is a Greenwood Village, Colorado based Financial Planning firm with nearly $84,142,566 assets under management, offering retirement planning & investment advisory services to 1243 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146224
SEC#	801-69258
Assets Managed by Firm	$84,142,566
No. of Clients	1243
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	1243	$84,142,566
Individuals (other than high net worth individuals)	10	$1,347,446
High net worth individuals	10	$8,211,828
Other investment advisers	4	$48,596,256

More Retirement Planning firms in Greenwood Village, Colorado:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305
ALPS ADVISORS, INC. 1290 Broadway Suite 1000 Denver, CO, 80203	$24,019,792,910	7	64

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