CRD: 309353
Athens Impact Socially Responsible Investments
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-05-2020
- Office Locations
- 1
Office Locations
About Athens Impact Socially Responsible Investments
Athens Impact Socially Responsible Investments is a boutique RIA in Athens, Ohio focused on sustainable, socially responsible and impact investing. The firm builds customized financial plans and portfolios designed to align client values with goals, meeting with clients remotely as needed. Portfolios are implemented primarily with public funds, including ETFs and mutual funds, with custody through Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Dawn Michelle Wilson
Chief Compliance Officer, Owner, Senior Director
- CRD
- #5104078
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,543,004 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,543,004 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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