A complete list of active advisors currently associated with AK Global Asset Management, LLC

Warmer can help you find a great advisor at AK Global Asset Management, LLC or one who fits your needs even better.

AK Global Asset Management provides personalized portfolio management to individuals, retirement plans, trusts, estates, corporations, and other business entities, primarily advising individual and high‑net‑worth clients. The firm manages roughly $117.8 million in discretionary assets across a small client roster and offers both discretionary and non‑discretionary services tailored to each client's suitability information. Investment decisions are informed by a mix of fundamental, technical (including charting and cyclical) analysis and may include long‑ and short‑term trading, options, and short sales when deemed suitable. The firm monitors accounts frequently (with regular reviews and quarterly performance reporting) and notes that tax efficiency is not typically a primary consideration in its portfolio management. What sets AK Global apart from many peers is its explicit use of borrowing on client accounts (margin) and related strategies, a practice the brochure identifies as creating potential conflicts because advisory fees are calculated on total account value including margined positions. The firm also operates with a concentrated client base, which the disclosure suggests allows for more customized implementation but may concentrate portfolio exposures and operational attention.

To learn more about the advisors currently working at AK Global Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.