Athenainvest Advisors LLC

Athenainvest Advisors LLC (CRD# 146224) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $289,630,000 in 2,846 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    290
    MILLION
  • Total Number of Accounts
    2,846
    ACCOUNTS
  • Average Account Value
    $101,767
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
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.

AZ, CA, CO, FL, ID, MN, MO, MT, NY, TX, WA

Financial Advisors at Athenainvest Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Andrew C. Howard
CRD#: 5583741
5340 S. Quebec St., Suite 365-n, Greenwood Village, CO 80111
93
Wealthminder
score

Andrew Howard (CRD# 5583741) is an Investment Advisor Representative working at Athenainvest Advisors LLC in Greenwood Village, CO and has over 8 years of experience in the finance industry.

2
Charles T. Howard
CRD#: 5493021
5340 S. Quebec St., Suite 365-n, Greenwood Village, CO 80111
93
Wealthminder
score

Charles Howard (CRD# 5493021) is an Investment Advisor Representative working at Athenainvest Advisors LLC in Greenwood Village, CO and has over 9 years of experience in the finance industry.

3
Lambert C. Bunker
CRD#: 2640621
5340 S. Quebec St., Suite 365-n, Greenwood Village, CO 80111
90
Wealthminder
score

Lambert Bunker (CRD# 2640621) is an Investment Advisor Representative working at Athenainvest Advisors LLC in Greenwood Village, CO and has over 5 years of experience in the finance industry.

4
Pamela L. Saunders
CRD#: 1550853
5340 S. Quebec St., Suite 365-n, Greenwood Village, CO 80111
73
Wealthminder
score

Pamela Saunders (CRD# 1550853) is an Investment Advisor Representative working at Athenainvest Advisors LLC in Greenwood Village, CO and has over 6 years of experience in the finance industry.

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