Athens Impact Socially Responsible Investments
Athens Impact Socially Responsible Investments (CRD# 309353) is a financial advisory firm headquartered in Athens, OH. They manage $13,822,048 in 138 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Athens Impact Socially Responsible Investments
By the Numbers
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Total Assets Under Management14MILLION
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Total Number of Accounts138ACCOUNTS
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Average Account Value$100,160
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Athens Impact Socially Responsible Investments
1
Dawn Wilson (CRD# 5104078) is an Investment Advisor Representative working at Athens Impact Socially Responsible Investments in Athens, OH and has over 18 years of experience in the finance industry.
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