Investment Advisor: Athelon Wealth Management
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Company: Athelon Wealth Management
Contact: Alexander Efros, MBA, CPA
41 Marne Ave
Staten Island, NY 10312
New York, New York, New York, 10312
Phone: (347) 706-1414
Fax:
(646) 737-9994
Website: http://athelonwealth.com
Athelon Wealth Management offers comprehensive investment management services tailored to fit the needs of each individual client. Our process involves creating highly customized portfolios to obtain the desired level of return while effectively managing
Serves Counties: Kings (NY), New york (NY), Richmond (NY), Steuben (NY), Suffolk (NY)
License #: 158664
Licensed to sell Insurance Products:No
Licensed to sell securities:No
Financial Advisor Experience: 1-5 Years
Designations: MBA, CPA, FINRA Series 65
Products:
Reits
Bonds
Stocks
Commodities
Mutual Funds
Options & Futures
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)
Minimal Assest: no minimum
License Type:
Insurance Type:
Disclosure: This web site is for informational purposes only and does not constitute a complete description of our investment services nor does it represent any advice to buy or sell investments or other services. This web site is in no way a solicitation or offer to
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