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AK INVESTING
AK INVESTING, LLC
CRD 305293
8191 N TAMIAMI TRAIL, BLDG B1, SARASOTA, FL, 34243, United States
Phone
847-220-3989
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.6M
Discretionary AUM
$24.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $24.8M |
All web addresses on file
Official SEC filing: View on IAPD