Athenainvest Advisors LLC is a large advisory firm based in Greenwood Village. It manages $107.93 million of regulatory assets for 1,318 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Colorado, Missouri, Texas, and Washington.
Athenainvest Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, publication of newsletters, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Athenainvest Advisors LLC is $107.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 98014% since the beginning of its operation, and $691.17 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Athenainvest Advisors LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, other investment advisers, and high net worth individuals. The largest group of clients of Athenainvest Advisors is other investment advisers with 9 clients and $89.15 million of assets under management. Among the 7 most similar advisory firms, Athenainvest Advisors has the highest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $107.93 million for 40 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.
Athenainvest Advisors doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Athenainvest Advisors LLC performs its advisory services is located at 5340 S. Quebec St., Greenwood Village, CO 80111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (877) 430-5675 or by fax (303) 721-6284. The normal business hours are 8:00 a.m - 5:00 p.m. mdt on Monday - Friday. You can find more information about the New York firm at athenainvest.com.