Akpride Financial Services
Firm details
- Headquarters
- ,
- CRD number
- 317594
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI75.06%
- Individuals20.62%
- Pension & Profit Sharing Plans4.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Akpride Financial Services is an independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm acts as a capital allocator and provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, selection of third‑party managers, and educational seminars or workshops. Its fee arrangements include percentage of assets under management alongside hourly and fixed-fee options. The firm does not self-identify as an active ESG investor.
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 Equities42%
- Public Funds/Mutual Funds27%
- State & Local Bonds21%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1
Anna Kindley
Owner & CEOCRD 7173287
Contacts
1 of 1
Ana Hata
Wealth Management AdvisorCRD 7051753
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations