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AKM Advisory

AKM Advisory. CRD 170187

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CRD: 170187

AKM Advisory

Edina, MN, 55424
6513299169
$84.1M Total AUM
$84.1M Disc. AUM
-- 3Y CAGR
2 Employees
51 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
03-17-2014
Office Locations
1

Office Locations

5200 Willson Road, Suite 150 Edina MN

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.

Team overview

51 AVG AGE
$42.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Alpha vital

Custodian

Element beacon Horizon Frontier bridge

Investment Themes

Oak eagle Foundation Unison ridge

Investment Vehicles

Insight

Platform

Insight ridge

Services

Zenith Eagle matrix

Owner & Executives

PATRICK ANDREW FOLEY

PATRICK ANDREW FOLEY

Chief Compliance Officer, Chief Operating Officer, Financial Advisor, General Partner, PRINCIPAL

CRD
#4143171
Ownership
50% but less than 75%
(858) 702-7668
ridge.capital@fusioncapital.com
in linkedin.com/in/ember-vital
ADAM KELTGEN MANS

ADAM KELTGEN MANS

Advisor, Chief Executive Officer, Chief Investment Officer, PRINCIPAL

CRD
#2413996
Ownership
50% but less than 75%
(668) 652-4956
harbor.atlas@foundationcapital.com
in linkedin.com/in/ridge-foundation

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

$84.1M Total SMA
Equity - Exchange:
23.7%
Public Funds:
13.0%
Cash:
22.5%
Municipal Bonds:
40.8%
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%

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