Company Overview
- Headquarters
- 1295 East Dunne Avenue, Suite 215, Morgan Hill CA
- Website
- regentwm.com
- Phone
- (877) 457-4567
- Employees
- 10
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Regent Wealth Management
Authentikos Advisory is a retirement planning firm based in Silicon Valley. Founded in 2002, the company employs 10 people and generates approximately $2.5 million in annual revenue. Authentikos Advisory provides comprehensive financial planning services, helping clients build custom financial portfolios. They specialize in retirement planning and prioritize building close, trusting relationships with each client. Authentikos Advisory takes a personalized approach to financial planning, ensuring clients feel secure and flexible in managing their finances. They offer links to other websites as a convenience to their customers, but the company's Privacy Notice does not apply to these external sites. For inquiries, potential clients can visit the company's website at regentwm.com.
Company Leadership
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