Investment adviser · CRD 314697

FINANCIAL ADVICE

Investment adviser filing (IA)

ATHENA ADVISORY LLC

· Form ADV filed Aug 27, 2021

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
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: Aug 27, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Fixed

Principal office

CRD 314697

Filing source

Form ADV 1544677 · Aug 27, 2021 · 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.