Andrew
Howard

Athenainvest Advisors LLC

CRD#5583741
Investment Advisor
in Englewood, CO

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About this Advisor

Andrew Howard is a financial advisor based out of Englewood, Colorado who has 9 years of relevant experience. Howard is an employee of Athenainvest Advisors LLC. During their career, the advisor has held roles at Athenainvest Advisors LLC and Athenainvest, Inc. Howard holds a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in Colorado. Athenainvest Advisors LLC is a company operating out of Englewood, CO. The company has a total of seven employees. It administers $93 million in assets between its 1,225 accounts, making it one of the smaller firms in the United States by assets under management. Of its 1,225 customer accounts, 38% belong to high-net-worth individuals who have more than $1 million in assets. Athenainvest Advisors LLC performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and publication of newsletters. Fees charged by financial advisors largely vary depending on which service is provided. Fee types billed by Athenainvest Advisors LLC most likely are comprised of any combination of asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

9 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

5340 S. Quebec St. Suite 320-S
Englewood, CO 80111

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Athenainvest Advisors LLC Brokerage Details

Total Assets Under Management

$92,703,211

CO Average: $2,349,664,866
Total Number of Employees

7

CO Average: 28
Total Number of Accounts

1,225

CO Average: 1,101
Average Account Size

$75,676

CO Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Publication of periodicals or newsletters

Andrew Howard Work History

Andrew has been registered as a financial advisor for 9 years.*

2008 - Present (16 years)

Athenainvest Advisors LLC

2006 - Present (18 years)

Athenainvest, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Howard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Athenainvest Advisors LLC

Lambert Bunker
Englewood, CO
David Stock
Englewood, CO
Charles Howard
Englewood, CO
Andrew Howard
Englewood, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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