AKIN INVESTMENTS, L.L.C.
Firm details
- Headquarters
- CHARLESTON, South Carolina
- CRD number
- 281450
- Website
- www.akininvestment.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Akin Investments, L.L.C. is a small, privately owned limited liability company that provides financial planning and portfolio management for individuals, small businesses, and institutions, along with pension consulting. The firm is owned by an individual and operates under an unclassified adviser profile. Its billing options include a percentage-of-assets arrangement alongside hourly and fixed-fee engagements, suggesting a mix of ongoing advisory relationships and project-based work. The firm is not identified as an active ESG investor and does not report multi-state adviser status or related-adviser relationships.
Assets & Accounts
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
Contacts
1 of 1STEPHEN AKIN
FounderCRD 1104380
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHARLESTON, SC
CHARLESTON
Location
CHARLESTON, SC
Headquartered in CHARLESTON, SC, in the South of the United States.
- Region
- South
- County
- CHARLESTON
- Address
- 170 Meeting St
- Time zone
- ET (UTC-5)
- Office locations
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