Top financial advisors in Morgan Hill, CA
We’ve curated a list of the best financial advisors in Morgan Hill, take a look at it below
Find an advisor in Morgan Hill| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $132,452,662 | 9 advisors |
How we came up with this list
To generate our top financial advisors list in Morgan Hill, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Morgan Hill. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Authentikos Wealth Advisory LLC
Authentikos Wealth Advisory LLC is a financial advisory firm based in Morgan Hill, California. It currently has approximately $132,452,662 of assets under management and employs about 9 people. Authentikos Wealth Advisory LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Assets under management
$132,452,662
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
SEC number
801-119920
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.