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ATHENA INVESTMENT MANAGEMENT
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$298M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 297.3M |
| Non-Discretionary | 687K |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 106542 |
| SEC Number | 801-13100 |
| Phone | 925-254-1649 |
| Fax | 925-287-9454 |
| Total Employees | 5 |
Client Count by Type (90 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 48 |
| Individuals (other than H… | 37 |
| Corporations/Businesses | 3 |
| Charitable Organizations | 2 |
County data not available for this organization.