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Home > Retirement Planners > colorado > greenwood village > ATHENAINVEST ADVISORS LLC
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 |
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