Athena Investment Management

Athena Investment Management (CRD# 106542) is a financial advisory firm headquartered in Orinda, CA. They manage $267,173,707 in 392 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
21c Orinda Way, # 362, Orinda, CA 94563
By the Numbers
  • Total Assets Under Management
    267
    MILLION
  • Total Number of Accounts
    392
    ACCOUNTS
  • Average Account Value
    $681,566
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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 Andrews, financial advisor Pasadena CA
Jack E. Andrews
CRD#: 2072580
180 South Lake Ave., Suite 610, Pasadena, CA 91101

Jack Andrews (CRD# 2072580) is an Investment Advisor Representative working at Athena Investment Management in Pasadena, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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