RIA Intel›Advisers›Colorado›ATHENAINVEST ADVISORS LLC

ATHENAINVEST ADVISORS LLC

Advisory

N·GREENWOOD VILLAGE, CO

Data as of Mar 28, 2024 · Source: SEC Form ADV

Total AUM
$80M
1-Year AUM Growth
-9.2%
3-Year CAGR
-11.0%
Employees
3
Assets Under Management
Total AUM$80M
Discretionary AUM$80M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients23
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)-25.0%
Filing History
Total Filings on Record49
First FilingFeb 15, 2008
Latest FilingMar 28, 2024
🔒 Full AUM trend chart and 49 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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