This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- SignalLegacy meridian
- Established Date
- 12-02-2019
- Office Locations
- 1
Office Locations
About AK Investing
AK Investing LLC is an independent Sarasota, FL RIA led by CFP professional and CIO Anton Kulikov. The firm provides investment management and financial planning for individuals, including business owners and entrepreneurs, with a data-analytics-driven approach and heavy use of ETFs alongside options/derivatives. Kulikov previously built data-driven investing education at a fintech later acquired by a major European brokerage; the firm reports no disciplinary history.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANTON IGOR KULIKOV
Owner
- CRD
- #7169079
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,759,070 | -- |
| Non-Discretionary | $800,000 | -- |
| Total | $25,559,070 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $25,559,070
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,156,989,068 | 49.7% |
| Derivatives | $2,566,244,635 | 40.4% |
| Cash | $628,856,977 | 9.9% |
| Total | $6,352,090,680 | 100.0% |