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Athena Bubell

ACI PARTNERS, LLC·GREAT NECK, New York
Unclaimed Profile
185 GREAT NECK ROAD, GREAT NECK, NY 11021CRD# 2926739Firm CRD# 168342
01

About

Athena Bubell is a registered financial advisor based in GREAT NECK, New York, affiliated with ACI PARTNERS, 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
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC
AUM
$313M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2926739
Firm CRD# 168342
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Athena Bubell offer?
Athena Bubell specializes in Financial Planning, Investment Management. Contact their office in GREAT NECK, New York for a consultation.
What are Athena Bubell's credentials?
Athena Bubell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Athena Bubell located?
Athena Bubell is based in GREAT NECK, New York, working with ACI PARTNERS, LLC. Their office serves clients in the GREAT NECK metropolitan area and surrounding communities.
How does Athena Bubell charge for services?
Athena Bubell's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACI PARTNERS, LLC?
ACI PARTNERS, LLC has approximately 8 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jarret Adam Schochet — SAG HARBOR CAPITAL MANAGEMENT, LLCTracy Aronson Schwartz — LEGEIS CAPITAL ADVISORS, LLCStuart Alan Paris — ACI PARTNERS, LLCMichael Roy Paris — ACI PARTNERS, LLCAlexandra Georgia Lyras — CROSS SHORE CAPITAL MANAGEMENT, LLC
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