44
Growth Score
pts
Heat Score
-6 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Authentikos Advisory offers financial planning, retirement income strategies, and estate planning services.
- Don Bergis: President & Founder
About the Company
Authentikos Advisory provides comprehensive financial planning services, focusing on retirement income strategies and estate planning. The firm offers investment advisory services through its team of licensed advisors, including Series 65 Investment Adviser Representatives. Authentikos Advisory is known for its Authentic Retirement Process™, which
aims to help clients achieve their financial goals. The company serves a diverse clientele, ensuring a fiduciary standard of care in all its services.
