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AUTHENTIKOS WEALTH ADVISORY LLC
AUTHENTIKOS WEALTH ADVISORY LLC
MORGAN HILL, California
·
2 registered advisors
·
CRD# 286646
SEC# 801-119920
2
877.457.4567
01
Firm Overview
AUM
$125M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
04
Advisors at AUTHENTIKOS WEALTH ADVISORY LLC
2 registered advisors
Christine Brieanna Mason Leis
MORGAN HILL, California
CRD# 6991657
Jared M Elson
MORGAN HILL, California
CRD# 5785661
05
Office Locations
MORGAN HILL, California
2 advisors
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Data sourced from SEC Form ADV filings. AUTHENTIKOS WEALTH ADVISORY LLC (CRD# 286646) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.