Athena Capital Advisors LLC

  • Financial Services
  • Lincoln MA
  • 13 employees
  • Financial Services
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Company Overview

Headquarters
55 Old Bedford Rd. Suite 302, Suite 302, Lincoln MA
Website
athenacapital.com
Phone
(781) 274-9300
Employees
13
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Athena Capital Advisors LLC

Athena Capital Advisors LLC is a limited liability company based in Lincoln, Massachusetts. The firm employs 13 people and reports annual revenue of $2.5 million. Athena Capital Advisors provides a range of services to clients, including investment advice and management, wealth planning, impact investing, and investment administration and reporting. Their services are tailored to meet the specific needs of both taxable families and tax-exempt institutions. The firm distinguishes itself by employing a customized, research-driven approach to strategic and tactical asset allocation. They invest across all asset classes and construct portfolios designed to align with each client's unique circumstances and investment objectives. To learn more about Athena Capital Advisors, visit their website at athenacapital.com.

Company Leadership

Jack Andrews

President

Phone Email
Nunzio Tartaglia

Founder & CEO

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Athena Capital Advisors LLC Industry Tags

Finance
Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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3M 1 Scottsdale, AZ 2012
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FAQ

What is the location of Athena Capital Advisors LLC's headquarters?
The headquarters of Athena Capital Advisors LLC are situated at 55 Old Bedford Rd. Suite 302, Suite 302, Lincoln MA
What is Athena Capital Advisors LLC's phone number?
Athena Capital Advisors LLC's contact number is (781) 274-9300.
What is Athena Capital Advisors LLC's official website?
The official website of Athena Capital Advisors LLC can be found at athenacapital.com.
What is Athena Capital Advisors LLC's current revenue?
As of August 2019, Athena Capital Advisors LLC's annual revenue reached $3B.
How many employees does Athena Capital Advisors LLC currently have?
Athena Capital Advisors LLC employs approximately 13+ people as of August 2019
Which industries is Athena Capital Advisors LLC primarily operating in?
Athena Capital Advisors LLC operates in the following industries: Finance, Credit
Who is the President of Athena Capital Advisors LLC?
Athena Capital Advisors LLC's President is Jack Andrews
What are Athena Capital Advisors LLC's industry tags?
Athena Capital Advisors LLC's industry tags include: Finance, Investment Bank/Securities Brokerage, Management Investment

Employee Directory

Key Employees

William McCalpin

Managing Partner Impact Investments

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Douglas Cohen

Managing Director, Portfolio Management

Phone Email

Peter Maclellan

Developer

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