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ATHENA INVESTMENT MANAGEMENT

SEC Form ADV profile.

Total regulatory AUM
$342,122,662
Discretionary
$341,411,210
Non-discretionary
$711,452

Firm details

CRD number
106542
SEC file number
801-13100
Employees
5
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.