AdvisorOS Directory
Claim Profile
HC

Heather Marie Coffin

ATHENA LEADERSHIP CORP.·SACRAMENTO, California
Unclaimed Profile
1029 J STREET, SACRAMENTO, CA 95814CRD# 6427323Firm CRD# 173562
01

About

Heather Marie Coffin is a registered financial advisor based in SACRAMENTO, California, affiliated with ATHENA LEADERSHIP CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
ATHENA LEADERSHIP CORP.
ATHENA LEADERSHIP CORP.
AUM
$3K
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ATHENA LEADERSHIP CORP. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6427323
Firm CRD# 173562
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SACRAMENTO?

Browse all registered financial advisors in SACRAMENTO, California or claim this profile if it's yours.

Browse SACRAMENTO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Heather Marie Coffin offer?
Heather Marie Coffin specializes in Investment Management, Fee-Only Advisory. Contact their office in SACRAMENTO, California for a consultation.
What are Heather Marie Coffin's credentials?
Heather Marie Coffin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather Marie Coffin located?
Heather Marie Coffin is based in SACRAMENTO, California, working with ATHENA LEADERSHIP CORP.. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.
How does Heather Marie Coffin charge for services?
Heather Marie Coffin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATHENA LEADERSHIP CORP.?
ATHENA LEADERSHIP CORP. has approximately 2 employees and manages $3K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SACRAMENTO
Rabecca Paulette Altman — SPRINGER INVESTMENT MANAGEMENT, INC.Steven James Dunlap — FDX ADVISORS, INC.Matthew Eric Russell — HANSON MCCLAIN RETIREMENT NETWORK, LLCDavid William Schauer — ALLWORTH FINANCIAL, L.P.Keith Wayne Springer — SPRINGER INVESTMENT MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile