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
264 East State Street, Athens, OH 45701
https://www.athensimpact.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Athens Impact Socially Responsible Investments
Showing 1 - 1 of 1 top financial advisors.
1
Dawn Wilson, financial advisor Athens OH
Dawn M. Wilson
CRD#: 5104078
264 East State Street, Athens, OH 45701

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.

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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