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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Foundation ridgeFrontier
- Established Date
- 02-03-2022
- Office Locations
- 2
Office Locations
About Akpride Financial Services
AKPride Financial is an independent, commission-free RIA providing fee-only fiduciary financial life planning and wealth management that integrates planning, investments, and insurance. Based in Atlanta and Los Angeles, the firm works with executives, professionals, business owners, families, couples, and retirees nationwide, with specialties including LGBTQ+ clients, non-traditional relationships, and women in major life transitions. Client assets are custodied at Fidelity and Charles Schwab. Founder Anna Kindley brings 25 years as an HR executive/consultant.
Team overview
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Investment Themes
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Owner & Executives
ANNA M KINDLEY
Chief Compliance Officer, Founder
- CRD
- #7173287
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Ana Fernandez Hata
--
- CRD
- #7051753
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,739,682 | -- |
| Non-Discretionary | $1,114,820 | -- |
| Total | $25,854,502 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,854,502
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,496,915,420 | 32.2% |
| Public Funds | $1,380,282,437 | 17.8% |
| Municipal Bonds | $651,369,240 | 8.4% |
| Cash | $1,783,511,014 | 23.0% |
| Corporate - Investment Grade | $1,442,317,603 | 18.6% |
| Total | $7,754,395,714 | 100.0% |