AK Global Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 291151
- Registered since
- July 17, 2018
- Website
- www.akglobalusa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI55.06%
- Individuals44.94%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
AK Global Investment Management, LLC is a small, fee-based advisory firm that focuses on direct portfolio management for individual and family clients and for small businesses. The firm charges a percentage of assets under management and favors equity-oriented allocations, with a clear tilt toward exchange-traded securities. It is not marketed as an ESG specialist, and its reported activity centers on discretionary portfolio management rather than pension or institutional consulting. Investment activity appears straightforward: build equity-heavy portfolios using traded equities and mutual funds rather than extensive private or alternative structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities29%
- Non-Exchange Traded Equities28%
- US Government Bonds20%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds10%
Owners & executives
1 of 1
Arun Kaul
Chief Investment OfficerCRD 5072317
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Galloway Capital Partners, LLC
RIAMiami, FL
Beechnut Capital Management LLC
RIA10 West Advisors, Inc.
RIALos Angeles, CA
Family Investment Planning, LLC
RIAElm Grove, WI
Noble Capital Management, Inc.
RIABoca Raton, FL