Athena Capital Advisors
55 Old Bedford Rd Suite 302
Lincoln, MA 1773
No. advisers: 55
|Financial planning clients||N/A|
|High-net-worth client assets||More than 75%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
June 3, 2017 - The InvestmentNews RIA Data Center qualified over 1,900 fee-only registered investment advisory firms. For more information, please contact INResearch@investmentnews.com. Visit data.investmentnews.com/ria/ for more-complete profiles and interactive rankings....
September 29, 2016 - The charitable contributions of five financial advisers and two firms were honored Thursday night at the 10th annual Community Leadership Awards, presented by the Invest in Others Charitable Foundation and InvestmentNews. "It's resoundingly clear that...
September 25, 2016 - The Invest in Others Charitable Foundation and InvestmentNews have recognized the philanthropic efforts of 15 advisers and 10 financial firms, naming them as finalists for the 2016 Community Leadership Awards. The 10th annual awards will be given to five...
August 4, 2016 - The Invest in Others Charitable Foundation and InvestmentNewsÂ have recognized the philanthropic efforts of 15 advisers and 10 financial firms, naming them as finalists for the 2016 Community Leadership Awards. The tenth annual awards will be given to...
July 26, 2015 - The $12.6 trillion mutual fund industry is coming up short when it comes to women portfolio managers, and investors may have the most to lose from this deficiency. A recent analysis by Morningstar Inc. estimated that only 9% of the nation's 7,410 mutual...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*Methodology: InvestmentNews qualified 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.
Commission accounts could be preferable for some clients, and advisers could be incentivized to move from employee broker-dealers to independent channels.
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