AK GLOBAL ASSET MANAGEMENT, LLC
SEC RegisteredInvesting for Growth
About the firm
AK Global Asset Management, LLC is an independently owned investment advisory firm that specializes in creating tailor-made portfolios for investors targeting their risk tolerance and investment preferences. As fiduciaries, they are dedicated to acting in clients' best interests. Their office is based in the San Francisco Bay Area, serving clients in California and beyond.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Individually managed investment accounts with actively managed portfolios tailored to client risk tolerance and investment preferences; fee-based only advisory services with no sale of other financial products; free initial consultation offered
Who they serve
Investors seeking actively managed accounts, served in California and beyond
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 28 | $91M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. AK GLOBAL ASSET MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.