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Okabena Advisors

EST. AUM
$2,120,659,435

CONTACTS
14

CLIENT ACCOUNTS
383

Firm Details

Metro area Minneapolis
CRD Number 111162
Website okabena.com
Client types

Overview

Okabena is a venerable, independent multi-family office and SEC-registered investment adviser based in Minneapolis, originally founded in 1967 to manage the wealth of the Dayton family (later of Target fame). Evolving from a single-family office, it expanded in the 1990s to serve nonprofit organizations and in 2015 to support additional affluent families nationwide. Today, Okabena Company & Okabena Investment Services offers bespoke, integrated wealth management and investment solutions—ranging from estate and tax planning to lifestyle administration—designed to preserve multi-generational wealth while fostering philanthropy and family legacy.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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