Investment adviser · CRD 150960

ATHENA ADVISOR SERVICES, LLC

Investment adviser filing (IA)

DES PLAINES, IL, United States · Form ADV filed Apr 16, 2015

Regulatory AUM
$45.5M
Form ADV · Item 5.F
Client accounts
507
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 16, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

680 LEE STREET
DES PLAINES, IL, 60016, United States

CRD 150960

Filing source

Form ADV 911605 · Apr 16, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.