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Building 2AUTHENTIKOS WEALTH ADVISORY LLC

Map pinMORGAN HILL, CA
Phone877.457.4567
NotebookSEC #801-119920
Total AUM
$184.1M
Employees
5
Clients
432

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1295 EAST DUNNE AVENUE
SUITE 215
MORGAN HILL
CA 95037
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
877.457.4567
Other Offices
2

ReceiptFinancials

Total AUM
$184.1M
Accounts
928
Discretionary
$184.1M
Accounts
928
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
379
AUM
$99.3M
HNW Individual Clients
40
AUM
$83.2M
Pension/Profit Sharing Plan Clients
7
AUM
$1M
Charitable Organization Clients
1
AUM
$11.7K
Corporation or Business Clients
5
AUM
$540.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLIDNENVTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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