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Antonio K

Series 63, Series 65

Oakland, CA

AK Global Asset Management, LLC

Antonio Kwan is a financial advisor at AK Global Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with AK Global Asset Management since 2005. AK Global Asset Management provides personalized portfolio management primarily to individual and high-net-worth clients, managing approximately $117.8 million in discretionary assets. The firm uses a combination of fundamental and technical analysis and employs both discretionary and non-discretionary services, with an investment approach that includes margin use and a concentrated client base.

Active portfolio management
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Antonio K

Series 63, Series 66

Oakland, CA

AK Global Asset Management, LLC

Antonio Kwok is a financial advisor at AK Global Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with AK Global Asset Management since 2005. AK Global Asset Management provides personalized portfolio management services to individuals, retirement plans, trusts, estates, corporations, and other business entities, focusing primarily on individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis, including long- and short-term trading strategies, and manages roughly $117.8 million in discretionary assets across a small client roster.

Active portfolio management
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