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ATHENA ADVISORY

201 W 5th Street
Ste 1100
Austin, Texas 78701
Tel: (773) 814-6337

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About ATHENA ADVISORY

ATHENA ADVISORY, formally registered with the SEC as ATHENA ADVISORY. The firm was established in 10/20/2023. They have over 1 offices throughout the country.

ATHENA ADVISORY is a Austin, Texas based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status120-Day Approval
Firm CRD#328227
SEC#801-128910
Assets Managed by Firm$0
No. of Clients0
No. of Advisors15

Fee Structure

  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM

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