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AKM ADVISORY
AKM ADVISORY, LLC
CRD 170187
5200 WILLSON ROAD, SUITE 150, EDINA, MN, 55424, United States
Phone
651-329-9169
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$84.1M
Discretionary AUM
$84.1M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $9.0M |
| High net worth individuals | 23 | $75.2M |
All web addresses on file
Official SEC filing: View on IAPD