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Steven Raymond Shambora

ATHENA ADVISOR SERVICES, LLC·DES PLAINES, Illinois
Unclaimed Profile
680 LEE STREET, DES PLAINES, IL 60016CRD# 2376072Firm CRD# 150960
01

About

Steven Raymond Shambora is a registered financial advisor based in DES PLAINES, Illinois, affiliated with ATHENA ADVISOR SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ATHENA ADVISOR SERVICES, LLC
ATHENA ADVISOR SERVICES, LLC
AUM
$45M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ATHENA ADVISOR SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2376072
Firm CRD# 150960
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Raymond Shambora offer?
Steven Raymond Shambora specializes in Financial Planning, Investment Management. Contact their office in DES PLAINES, Illinois for a consultation.
What are Steven Raymond Shambora's credentials?
Steven Raymond Shambora is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Raymond Shambora located?
Steven Raymond Shambora is based in DES PLAINES, Illinois, working with ATHENA ADVISOR SERVICES, LLC. Their office serves clients in the DES PLAINES metropolitan area and surrounding communities.
How does Steven Raymond Shambora charge for services?
Steven Raymond Shambora's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATHENA ADVISOR SERVICES, LLC?
ATHENA ADVISOR SERVICES, LLC has approximately 5 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DES PLAINES
Thomas J Stecich — ATHENA ADVISOR SERVICES, LLCDaniel Marc Alberth — ATHENA ADVISOR SERVICES, LLCDaniel Kevin Stecich — ATHENA ADVISOR SERVICES, LLCJeffrey Robert Weinmann — ATHENA ADVISOR SERVICES, LLCBrian Christopher Beasley — ATHENA ADVISOR SERVICES, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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