CRD: 150960
Athena Advisor Services, LLC
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-11-2013
- Office Locations
- 1
Office Locations
About Athena Advisor Services, LLC
Athena Advisor Services, LLC is a fee-only fiduciary RIA with no commissions or trading fees, providing investment management and financial planning for retail clients, with a focus on business owners and entrepreneurs. Portfolios primarily use public funds and ETFs, alongside index and mutual funds, with an emphasis on risk management. Custody includes Charles Schwab, and the firm also uses the Orion platform.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
DANIEL MARC ALBERTH
Wealth Advisor
- CRD
- #3005947
- Ownership
- 25% but less than 50%
BRIAN CHRISTOPHER BEASLEY
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #2530865
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,818,634 | $89,738 |
| Non-Discretionary | $4,309,954 | -- |
| Total | $84,128,588 | $89,738 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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