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ATHENA ADVISOR SERVICES, LLC
CRD 150960 · SEC 801-77522
1 E 22ND STREET, SUITE 405, LOMBARD, IL, 60148, United States
Phone
847-299-8877
Fax
847-299-1929
Registration
— (—)
Source
State registered
Total AUM
$84.1M
Discretionary AUM
$79.8M
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $37.0M |
| High net worth individuals | 32 | $47.1M |
All web addresses on file
Official SEC filing: View on IAPD