AKM ADVISORY
Firm details
- Headquarters
- EDINA, Minnesota
- CRD number
- 170187
- Website
- www.akmadvisory.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.34%
- Individuals10.66%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
AKM Advisory is an independent, individual-owned registered investment adviser that serves individual and family clients. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management. Filings indicate AKM Advisory does not position itself as a capital allocator to external funds, is not an active ESG investor, and is not set up as a multi-state adviser, pension consultant, or related/advisory affiliate.
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%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
2 of 2ADAM MANS
PrincipalCRD 2413996
PATRICK FOLEY
PrincipalCRD 4143171
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EDINA, MN
HENNEPIN
Location
EDINA, MN
Headquartered in EDINA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 5200 Willson Rd
- Time zone
- CT (UTC-6)
- Office locations
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