Okabena Investment Services Inc.

Okabena Investment Services Inc. (CRD# 111162) is a financial advisory firm headquartered in Minneapolis, MN. They manage $1,722,010,578 in 251 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
4200 Ids Center, 80 S Eighth Street, Minneapolis, MN 55402
https://www.okabena.com
By the Numbers
  • Total Assets Under Management
    1,722
    MILLION
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $6,860,600
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, MN, NE, NY, SD, TX

Financial Advisors at Okabena Investment Services Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Eric Pirkl, financial advisor Minneapolis MN
Eric L. Pirkl
CRD#: 4321373
4200 Ids Center, 80 S Eighth Street, Minneapolis, MN 55402

Eric Pirkl (CRD# 4321373) is an Investment Advisor Representative working at Okabena Investment Services Inc. in Minneapolis, MN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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