ABK Management LLC

Overview

ABK Management LLC is a small, individual-owned advisory firm that focuses on discretionary portfolio management for individuals, families and small businesses. The firm’s stated preference is equities, delivered primarily through separately managed accounts that emphasize exchange-traded securities. Compensation is flexible: the firm charges a percentage of assets under management, can bill hourly for advisory work and may use performance-based fees for certain mandates. ABK does not identify as an ESG-focused manager, does not operate as a multi-state adviser, and does not act as a capital allocator to third-party funds in a primary role.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices