← Back to searchVisit website
ATHENS IMPACT SOCIALLY RESPONSIBLE INVESTMENTS
ATHENS IMPACT LLC
CRD 309353
264 EAST STATE STREET, ATHENS, OH, 45701, United States
Phone
740-447-5540
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.5M
Discretionary AUM
$28.5M
Team
1 total employees; 1 advisory reps; 25 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminarsFINANCIAL COACHING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 196 | $13.4M |
| High net worth individuals | 11 | $14.9M |
| Charitable organizations | 1 | $24K |
| Corporations/business entities | 2 | $239K |
All web addresses on file
Official SEC filing: View on IAPD