Overview
Assets Under Management: $1.7 billion
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 87
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.14
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 251
Discretionary Accounts: 242
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 111162
Last Filing Date: 2024-03-29 00:00:00
Website: https://okabena.com