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

More Retirement Planning firms in Minneapolis, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

Explore More Retirement Advisors in Minneapolis, Minnesota

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.