AUTHENTIKOS WEALTH ADVISORY LLC
Tel: 877.457.4567 1295 East Dunne Avenue Suite 215 Morgan Hill, California 95037
About AUTHENTIKOS WEALTH ADVISORY LLC
AUTHENTIKOS WEALTH ADVISORY LLC is a Morgan Hill, California based financial advisory firm with nearly $125,138,473 in assets under management and provides investment advisory services for 785 clients. There are currently 8 financial advisors at the firm.
General Information
Firm CRD#:
286646
Firm SEC#:
801-119920
Assets Under Management:
$125,138,473
No. of Clients:
785
No. of Advisors:
8
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
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