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AKM Advisory
AKM Advisory is an independent fiduciary wealth management boutique. It helps individual investors and families manage their money and make smart financial...
Overview
AKM Advisory is an independent fiduciary wealth management boutique. It helps individual investors and families manage their money and make smart financial decisions. The firm personally invests clients’ portfolios with the aim of consistent growth and minimized volatility over time.
General information
Firm type
RIA
Year founded
2014
Location
City
Edina
Principals
Adam K. Mans
CFA — Principal and founder
Patrick A. Foley — partner and advisor
Sector focus
Frequently asked questions
Does AKM Advisory participate in fund commitments or only direct deals?
No public information exists on whether AKM Advisory commits capital to external funds or engages directly in private transactions. The absence of deal announcements or fund registrations limits any inference.
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