Authentikos Advisory, LLC

EST. AUM
$184,093,085

CONTACTS

CLIENT ACCOUNTS
928

Firm Details

Metro area San Jose
CRD Number 286646
Website authentikos.com
Client types

Overview

Authentikos Advisory, LLC is a Bay Area wealth management firm offering personalized financial services focused on retirement planning. The firm’s services include investment strategy, asset management, tax minimization, health insurance and Medicare guidance, and legacy and estate planning.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Authentikos Advisory, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

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