ATHENA ADVISOR SERVICES, LLC
Firm details
- Headquarters
- LOMBARD, Illinois
- CRD number
- 150960
- Website
- www.athenaprivatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.02%
- Individuals43.98%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Athena Advisor Services, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm operates as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and manager-selection services. Athena also functions as an insurance broker and offers fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. The adviser is not positioned as an active ESG investor and is not identified as a multi-state advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Cash & Cash Equivalents15%
- Exchange Traded Equities8%
- Non-Exchange Traded Equities2%
- US Government Bonds2%
Owners & executives
1 of 1BRIAN BEASLEY
Chief Compliance OfficerCRD 2530865
Contacts
2 of 2DANIEL ALBERTH
ManagerCRD 3005947
THOMAS STECICH
ManagerCRD 5712835
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LOMBARD, IL
DU PAGE
Location
LOMBARD, IL
Headquartered in LOMBARD, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- DU PAGE
- Address
- 1 E 22nd St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
HUNTER CAPITAL MANAGEMENT
RIALOMBARD, IL
FORUM FINANCIAL MANAGEMENT, LP
RIALOMBARD, IL
INVESTMENT CONSULTING SERVICES, LLC
RIALOMBARD, IL
STRATEGIC CAPITAL INVESTMENT ADVISORS INC
RIALOMBARD, IL
MCKENNA CAPITAL, INC.
RIAWHEATON, IL
PILOT ASSET MANAGEMENT LLC
RIAWINNETKA, IL