A
CRD: 270019
ABK Management LLC
Encino, CA
3109188391
$35.4M Total AUM
$35.4M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-29-2015
- Office Locations
- 1
Office Locations
-- Encino CA
About ABK Management LLC
ABK Management LLC is a Encino-based RIA. The firm has been operating for 10 years. Managing $35.4M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management.
Team overview
-- AVG AGE
$35.4M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
10yrs Firm Age
Insights
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Investment Themes
Delta quantum
Investment Vehicles
Fusion prime
Services
Atlas
Owner & Executives
A
ADAM BENJAMIN KLEIN
Chief Investment Officer, Founder, President
- CRD
- #6522235
- Ownership
- 75% or more
(977) 598-6855
fusion.zenith@vitalcapital.com
in linkedin.com/in/momentum-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,370,418 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,370,418 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,370,418
Equity - Exchange:
59.9% Cash:
40.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,634,917,970 | 59.9% |
| Cash | $2,433,392,498 | 40.1% |
| Total | $6,068,310,468 | 100.0% |