Patrick Foley
Advisor at AKM Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AKM Advisory
Location
Edina, MN 55424
Credentials
Series 65, Series 66
Industry experience
8 years
About
Patrick Foley is a financial advisor at AKM Advisory with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at AKM Advisory since 2020, following a three-year tenure at CTB Financial Services and three years at Bella Custom Cabinetry. AKM Advisory provides discretionary portfolio management and advisory services primarily to individuals and high-net-worth clients, employing an investment approach based on modern portfolio theory with a focus on ETFs, mutual funds, and municipal bonds. The firm serves a diverse client base that includes institutional investors and manages all assets internally.
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.75% $1,500,001+: 0.50%
Account minimum: $500,000
Location
5200 Willson Road, Suite 150
Edina, MN 55424
Most active in
Patrick F has reported serving >5 clients in these states in the last 12 months.
Minnesota
Work history
AKM Advisory
2020 - Present (6 years)
CTB Financial Services
2017 - 2020 (3 years)
Bella Custom Cabinetry
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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