Patrick Foley
AKM Advisory · Edina, Minnesota
Patrick Foley is a fee-only financial advisor at AKM Advisory in Edina, Minnesota. AKM Advisory reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | AKM Advisory |
|---|---|
| Based in | Edina, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $84.1M across 173 accounts |
| SEC registration | Investment adviser representative in MN · CRD 4143171 |
| Exams passed | Series 65 (2018) · Series 66 (2000) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.akmadvisory.com |
| Profile |
How Patrick's firm compares
- AKM Advisory's average account is about $486,000, from its Form ADV (assets managed divided by 173 accounts).
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Questions about Patrick
Is Patrick Foley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and AKM Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, AKM Advisory, reports charging a percentage of assets on its SEC Form ADV.
Where is Patrick Foley based?
Patrick Foley is based in Edina, Minnesota.
Is Patrick Foley registered with the SEC?
Yes. Patrick Foley is registered as an investment adviser representative in MN (CRD 4143171), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AKM Advisory manage?
AKM Advisory reports $84.1M across 173 accounts in assets under management.
How do I contact Patrick Foley?
Through Patrick's website, www.akmadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edina
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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