OKABENA INVESTMENT SERVICES INC

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

About OKABENA INVESTMENT SERVICES INC

OKABENA INVESTMENT SERVICES INC, formally registered with the SEC as OKABENA INVESTMENT SERVICES INC. The firm was established in 11/29/1994. They have over 1 offices throughout the country.

OKABENA INVESTMENT SERVICES INC is a Minneapolis, Minnesota based Financial Planning firm with nearly $1,722,010,578 assets under management, offering retirement planning & investment advisory services to 251 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111162
SEC#	801-47929
Assets Managed by Firm	$1,722,010,578
No. of Clients	251
No. of Advisors	17

Fee Structure

A percentage of AUM

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	251	$1,722,010,578
Individuals (other than high net worth individuals)	2	$32,190
High net worth individuals	81	$263,983,124
Charitable organizations	15	$7,412,842

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