OKABENA INVESTMENT SERVICES INC

Tel: 612-339-7151 4200 Ids Center 80 S Eighth Street Minneapolis, Minnesota 55402-4523

About 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

Firm CRD#:

111162

Firm SEC#:

801-47929

Assets Under Management:

$1,722,010,578

No. of Clients:

251

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)

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