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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-17-2014
- Office Locations
- 1
Office Locations
About AKM Advisory
AKM Advisory is an independent, fiduciary wealth management boutique in Edina, MN serving individual investors and families. The firm provides financial planning, retirement income distribution planning, and discretionary investment management, personally managing client portfolios with an emphasis on consistent growth and managing volatility. Portfolios commonly use ETFs and mutual funds and are custodied primarily at Charles Schwab.
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Owner & Executives
PATRICK ANDREW FOLEY
Chief Compliance Officer, Chief Operating Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #4143171
- Ownership
- 50% but less than 75%
ADAM KELTGEN MANS
Advisor, Chief Executive Officer, Chief Investment Officer, PRINCIPAL
- CRD
- #2413996
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,148,594 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,148,594 | -- |
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Separately Managed Accounts
Total SMA Asset: $84,148,594
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,614,683,412 | 23.7% |
| Public Funds | $885,691,323 | 13.0% |
| Cash | $1,532,927,290 | 22.5% |
| Municipal Bonds | $2,779,708,152 | 40.8% |
| Total | $6,813,010,177 | 100.0% |