Overview
Assets Under Management: $118 million
Headquarters: OAKLAND, CA
High-Net-Worth Clients: 28
Average Client Assets: $3.3 million
Frequently Asked Questions
AK GLOBAL ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137530), AK GLOBAL ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
AK GLOBAL ASSET MANAGEMENT, LLC is headquartered in OAKLAND, CA.
AK GLOBAL ASSET MANAGEMENT, LLC serves 28 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, AK GLOBAL ASSET MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
AK GLOBAL ASSET MANAGEMENT, LLC manages $118 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, AK GLOBAL ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.63%
Average Client Assets: $3.3 million
Total Client Accounts: 104
Discretionary Accounts: 104
Regulatory Filings
CRD Number: 137530
Filing ID: 2048432
Last Filing Date: 2026-02-18 13:07:28