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
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