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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2017
- Office Locations
- 1
Office Locations
About AK Global Investment Management, LLC
AK Global Asset Management is an independent, fee-only RIA that builds individually managed, growth-oriented portfolios tailored to each client’s risk tolerance and preferences, with a focus on disciplined portfolio construction and downside-risk management. Founder Antonio Kwok oversees portfolio management and investment decisions. Based in the San Francisco Bay Area, the firm serves clients in California and beyond and offers a designated institutional service team for account support.
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Owner & Executives
ARUN KAUL
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #5072317
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $723,627,748 | 12.1% |
| Equity - OTC | $891,078,797 | 14.9% |
| U.S. Government/Agency | $699,706,169 | 11.7% |
| Cash | $1,112,353,397 | 18.6% |
| Corporate - Investment Grade | $1,064,510,240 | 17.8% |
| Municipal Bonds | $400,686,439 | 6.7% |
| Derivatives | $1,088,431,818 | 18.2% |
| Total | $5,980,394,608 | 100.0% |