RIA Intelligence

ATHENA CAPITAL MANAGEMENT INC

CRD #107450 SEC #801-32833 PLYMOUTH MEETING, PA 610-292-9870
SEC Registered
Total AUM
$72.2M
Discretionary
$72.2M
Employees
5
Clients
--
Accounts
33

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 22, 2002
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HEERIN, JAMESISECRETARYNA Control
HEERIN, JAMESISECRETARYNA Control
HEERIN, JAMESISECRETARYNA Control
COHEN, DAVID, PETERIPRESIDENTE Control
COHEN, DAVID, PETERIPRESIDENTE Control
COHEN, DAVID, PETERIPRESIDENTE Control

Registrations

Federal

IA
Mar 22, 2002 REGISTERED

Notice Filings (1)

PA

Address

1250 GERMANTOWN PIKE STE 105
PLYMOUTH MEETING, PA 19462
USA
Phone: 610-292-9870