Athenainvest Advisors LLC

Athenainvest Advisors LLC (CRD# 146224) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $84,142,566 in 1,243 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
5340 S. Quebec St., Suite 320-s, Greenwood Village, CO 80111
https://www.twitter.com/athenainvest/
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    1,243
    ACCOUNTS
  • Average Account Value
    $67,693
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, OR, TX

Financial Advisors at Athenainvest Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Lambert Bunker, financial advisor Greenwood Village CO
Lambert C. Bunker
CRD#: 2640621
5340 S. Quebec St., Suite 320-s, Greenwood Village, CO 80111

Lambert Bunker (CRD# 2640621) is an Investment Advisor Representative working at Athenainvest Advisors LLC in Greenwood Village, CO and has over 12 years of experience in the finance industry.

2
Andrew Howard, financial advisor Greenwood Village CO
Andrew C. Howard
CRD#: 5583741
5340 S. Quebec St., Suite 320-s, Greenwood Village, CO 80111

Andrew Howard (CRD# 5583741) is an Investment Advisor Representative working at Athenainvest Advisors LLC in Greenwood Village, CO and has over 16 years of experience in the finance industry.

3
Charles Howard, financial advisor Greenwood Village CO
Charles T. Howard
CRD#: 5493021
5340 S. Quebec St., Suite 320-s, Greenwood Village, CO 80111

Charles Howard (CRD# 5493021) is an Investment Advisor Representative working at Athenainvest Advisors LLC in Greenwood Village, CO and has over 16 years of experience in the finance industry.

4
David Stock, financial advisor Greenwood Village CO
David J. Stock
CRD#: 5189740
5340 S. Quebec St., Suite 320-s, Greenwood Village, CO 80111

David Stock (CRD# 5189740) is an Investment Advisor Representative working at Athenainvest Advisors LLC in Greenwood Village, CO and has over 17 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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