AK GLOBAL ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- OAKLAND, California
- CRD number
- 137530
- Registered since
- November 17, 2025
- Website
- www.akglobalusa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.63%
- Corporations / Businesses21.81%
- Individuals0.56%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
AK Global Asset Management, LLC is a privately owned limited liability company focused on serving individual and family clients. The firm provides portfolio management for individuals and small businesses and charges clients on a percentage-of-AUM basis. AK Global registered with the SEC in 2025 and is structured under individual ownership. It does not identify as an active ESG investor and is not a multi-state or pension consultant advisor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2ANTONIO KWOK
Founder, President & Chief Investment OfficerCRD 4280947
ANTONIO KWAN
Co-Founder & Vice President Chief Operating OfficerCRD 4288438
Contacts
1 of 1CECILIA KWOK
MemberCRD 5137685
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$6.9M in ETFs
100%
$6.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EMERGING MARKETS ETF (EEM) | BlackRock | Passive | Diversified Emerging Mkts | $2.6M | 23,800 | 37.37% |
Location
OAKLAND, CA
ALAMEDA
Location
OAKLAND, CA
Headquartered in OAKLAND, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- ALAMEDA
- Address
- 1300 Clay St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
CONTANGO WEALTH MANAGEMENT LLC
RIAOAKLAND, CA
CANDIDE GROUP
RIAOAKLAND, CA
ELLA FINANCIAL ADVISING
RIAOAKLAND, CA
BROOKER WEALTH MANAGEMENT
RIAOAKLAND, CA
IN TOUCH FINANCIAL SERVICES
RIAOAKLAND, CA
INFINITY FINANCIAL SERVICES ADVISORY
RIAOAKLAND, CA