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James Bergis

Authentikos Wealth Advisory LLC

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About James Bergis

James Bergis is an Investment Advisor Representative with Authentikos Wealth Advisory LLC and has been in the industry since January 2014. James is registered with the state of California and Texas, offering investment advice. James also holds a Series 65 license. James' current firm, Authentikos Wealth Advisory LLC, provides financial planning, portfolio management for individuals, and selection of other advisers.

Firm Information

James Bergis is currently registered with Authentikos Wealth Advisory LLC. Authentikos Wealth Advisory LLC is a registered investment advisor based in MORGAN HILL, CA. The firm has 5 licensed agents and 4 investment advisor representatives. They offer a range of advisory services including financial planning, portfolio management for individuals, and selection of other advisors. They primarily serve individuals, other than high-net-worth individuals, as well as pension and profit-sharing plans, and corporations or other businesses. The firm currently manages approximately $125.14 million in assets for 785 clients.
Authentikos Wealth Advisory LLC

1295 EAST DUNNE AVENUE

MORGAN HILL, CA 95037

$125.14M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Bergis’s Registration & Firm History

CA

01/25/2021 - Present

Authentikos Wealth Advisory LLC (MORGAN HILL CA)

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Licenses & Designations

IA

Issued 12/16/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Bergis.
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