Authentikos Wealth Advisory Llc
Morgan Hill, California
Authentikos Wealth Advisory LLC, based in Morgan Hill, CA, is a distinguished small-scale investment advisory firm with two well-established offices. With a total of nine dedicated professionals, three of whom specialize in providing exceptional investment advisory services, the firm has built a strong reputation in the industry. On average, each investment advisor manages an impressive $44,150,000 in assets, showcasing their expertise and ability to handle substantial portfolios. The firm's compensation structure is diverse, offering clients flexibility in choosing the most suitable option. They offer various methods, such as a ...
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Assets Under Mgmt

$132.45M

Investment Professionals

3

Locations

1

% 401K & Individual

47%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Insurance broker or agent
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