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Athena Investment Management

● SEC registered since 1977CRD 106542SEC# 801-13100
Export (members)
Reg. AUM
$298M
Employees
5
Accounts
397
Location

Athena Investment Management assets under management

Athena Investment Management operates as an SEC-registered investment adviser. The firm has been registered since 1977. It reports $298 million in regulatory assets under management and employs 5 people.

Athena Investment Management owners & executives

1 reported
NameTitleOwnershipSince
Jack Edward Andrews ControlPresident, Chief Financial Officer, Chief Compliance Officer, Corporate Secretary, And DirectorOver 75%2005

Frequently asked questions

How much does Athena Investment Management manage?

Athena Investment Management reports $298 million in regulatory assets under management on its Form ADV.

How many employees does Athena Investment Management have?

Athena Investment Management reports 5 employees.

Does Athena Investment Management disclose fund performance?

Athena Investment Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone925-254-1649
Fax925-287-9454
Office hours8:00 - 4:00
SEC regionSan Francisco Regional Office (SFRO)
CIK215156
Discloses disciplinary historyNo

Assets under management

Discretionary$297.3M
Non-discretionary$687K
Total (RAUM)$298M