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OKABENA INVESTMENT SERVICES INC
Tel: 612-339-7151
4200 Ids Center 80 S Eighth Street
Minneapolis, Minnesota 55402-4523
OKABENA INVESTMENT SERVICES INC
OKABENA INVESTMENT SERVICES INC is a Minneapolis, Minnesota based financial advisory firm with nearly $1,722,010,578 in assets under management and provides investment advisory services for 251 clients. There are currently 17 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (PORTFOLIO MANAGEMENT FOR FAMILY LLCS AND LPS)
Fee Structure:
A percentage of AUM
Firm CRD#:
111162
SEC#:
801-47929
No. of Clients:
251
Assets under Management
$1,722,010,578
No. of Advisors:
17
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