AK Global Asset Management, LLC

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Client assets under management

$92,089,217

Clients

100% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$3,288,901

About

AK Global Asset Management provides personalized portfolio management to individuals, retirement plans, trusts, estates, corporations, and other business entities, primarily advising individual and high‑net‑worth clients. The firm manages roughly $117.8 million in discretionary assets across a small client roster and offers both discretionary and non‑discretionary services tailored to each client's suitability information.

Investment decisions are informed by a mix of fundamental, technical (including charting and cyclical) analysis and may include long‑ and short‑term trading, options, and short sales when deemed suitable. The firm monitors accounts frequently (with regular reviews and quarterly performance reporting) and notes that tax efficiency is not typically a primary consideration in its portfolio management.

What sets AK Global apart from many peers is its explicit use of borrowing on client accounts (margin) and related strategies, a practice the brochure identifies as creating potential conflicts because advisory fees are calculated on total account value including margined positions. The firm also operates with a concentrated client base, which the disclosure suggests allows for more customized implementation but may concentrate portfolio exposures and operational attention.

Client services

Portfolio management

Expertise

Active portfolio management

Fee options

Percentage

$0 - $749,999: 1.75% $750,000 - $2,499,999: 1.50% $2,500,000+: 1.25%

Other

Account minimum: $250,000 Fee-only: Asset-based advisory fees only; no commissions accepted.

Main office location

AK Global Asset Management, LLC

1300 Clay Street, Suite 600

Oakland CA 94612, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 510-466-6338

Advisors at this firm

Antonio K

Series 63, Series 65

Oakland, CA

AK Global Asset Management, LLC

Antonio Kwan is a financial advisor at AK Global Asset Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with AK Global Asset Management since 2005. AK Global Asset Management provides personalized portfolio management primarily to individual and high-net-worth clients, managing approximately $117.8 million in discretionary assets. The firm uses a combination of fundamental and technical analysis and employs both discretionary and non-discretionary services, with an investment approach that includes margin use and a concentrated client base.

Active portfolio management

Antonio K

Series 63, Series 66

Oakland, CA

AK Global Asset Management, LLC

Antonio Kwok is a financial advisor at AK Global Asset Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with AK Global Asset Management since 2005. AK Global Asset Management provides personalized portfolio management services to individuals, retirement plans, trusts, estates, corporations, and other business entities, focusing primarily on individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis, including long- and short-term trading strategies, and manages roughly $117.8 million in discretionary assets across a small client roster.

Active portfolio management

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