David Stock is a registered investment advisor at Athenainvest Advisors LLC, based in Greenwood Village, CO, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $80M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable above $1 million.
Fee Estimator
Location
5340 S. Quebec St., Suite 320-S, Greenwood Village, CO, 80111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is a member of Wild Blue Racing LLC, where he coaches athletes in endurance sports. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Athenainvest Advisors LLC
Previous Registrations
Rainsberger Wealth Advisors
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.