ATHENA INVESTMENT MANAGEMENT

2 registered advisors·CRD# 106542
SEC# 801-131000925-254-1649
01

Firm Overview

AUM
$267M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ATHENA INVESTMENT MANAGEMENT

2 registered advisors
Jack Edward Andrews
ORINDA, California
Jack Edward Andrews
PASADENA, California
05

Office Locations

ORINDA, California
1 advisor
PASADENA, California
1 advisor

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Data sourced from SEC Form ADV filings. ATHENA INVESTMENT MANAGEMENT (CRD# 106542) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.