Athena Investment Management

RIASEC RegisteredEst. 1977

Total AUM

$342M

Discretionary

$341M

100% of AUM

Avg account

$857K

Accounts

399

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 106542
Registered since: June 16, 1977
Website: www.fiduciarytrust.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.83%
Corporations / Businesses16.17%
Individuals5.72%
Charitable Organizations1.28%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Athena Investment Management is an independent, privately owned registered investment adviser that has been SEC-registered since 1977. The firm operates as a corporation and serves both individual/family clients and institutional accounts. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutions. Fee arrangements include a percentage-of-AUM model as well as hourly and fixed-fee engagements. Athena does not identify itself as a capital allocator, does not list pension consulting among its services, and is not flagged as an active ESG investor.