ATHENA ASSET MANAGEMENT & RESEARCH, LLC
ATHENA ASSET MANAGEMENT & RESEARCH, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 132909). Regulatory assets under management: $20.0M.
Registration
- CRD: 132909
- SEC file number: 801-69463
- Type: Registered investment adviser
- Location: 555 CALIFORNIA STREET, 3RD FLOOR, SAN FRANCISCO, CA, 94104-1503
- Phone: 415-829-4333
- Latest filing: 2012-12-20
- Regulatory AUM: $20.0M
- Discretionary AUM: $20.0M
- Clients: 1
- Accounts: 15
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Lee F Allen | PRINCIPAL; CHIEF COMPLIANCE OFFICER; SOLE MEMBER, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | Henderson, NV |
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