OKABENA INVESTMENT SERVICES INC
SEC Form ADV profile.
Total regulatory AUM
$2,120,659,435
Discretionary
$1,889,551,788
Non-discretionary
$231,107,647
Firm details
- CRD number
- 111162
- SEC file number
- 801-47929
- Main office
- MINNEAPOLIS, MN, United States
- Employees
- 18
- SEC status
- Approved
- Website
- HTTPS://WWW.OKABENA.COM
- Fee structure
-
Percentage of AUM
As of October 2026.