RIA Intel›Advisers›Florida›AK GLOBAL INVESTMENT MANAGEMENT, LLC

AK GLOBAL INVESTMENT MANAGEMENT, LLC

Advisory

FL

Data as of Feb 19, 2025 · Source: SEC Form ADV

Rank in FL

#2,187

of 2,610 advisers by AUM

Average account

$370K

across 27 accounts

AUM per adviser

$5M

2 advisers

Filing history

4

filings since 2018

Source: SEC Form ADV. Figures as filed Feb 19, 2025.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record4

First FilingJun 15, 2018

Latest FilingFeb 19, 2025

Full AUM trend chart and 4 historical filings spanning 7+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

Lower risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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TYPHON ADVISORS, LLC

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$10M

A.E. LAUFER FINANCIAL SERVICES, INC.

FT LAUDERDALE, FL

$10M

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