Athena Advisor Services, LLC is an adviser based in Des Plaines. It manages $45.5 million of regulatory assets for 507 client accounts. It has been registered with the SEC as an adviser since 2013.
Athena Advisor Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Athena Advisor Services, LLC is $45.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Athena Advisor Services, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Athena Advisor Services, LLC performs its advisory services is located at 680 Lee Street, Des Plaines, IL 60016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-898-9040 or by fax 847-898-9075. The normal business hours are 8:30am - 5pm on Monday - Friday. You can find more information about the New York firm at athenaadvisorservices.com.