AK Investing
Firm details
- Headquarters
- ,
- CRD number
- 305293
- Website
- akinvesting.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Performance Based Fees
- Client types
- Individuals96.87%
- Pension & Profit Sharing Plans3.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
AK Investing is a small independent registered investment adviser structured as an LLC and owned by an individual. The firm focuses on serving individual and family clients through financial planning, portfolio management for individuals and small businesses, pension consulting, periodic publications, and educational workshops. Fee arrangements are flexible and include asset‑based fees, hourly billing, subscription and fixed fees, and the possibility of performance‑based compensation. AK Investing does not self-identify as an active ESG investor and is not registered as a multi‑state adviser.
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 Equities70%
- Derivatives20%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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