Athena Investment Management

Athena Investment Management (CRD# 106542) is a financial advisory firm headquartered in Orinda, CA. They manage $141,015,257 in 280 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $503,626
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NH

Financial Advisors at Athena Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Jack E. Andrews
CRD#: 2072580
180 South Lake Ave., Suite 610, Pasadena, CA 91101
93
Wealthminder
score

Jack Andrews (CRD# 2072580) is an Investment Advisor Representative working at Athena Investment Management in Pasadena, CA and has over 21 years of experience in the finance industry.

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