Eric
Pirkl
Okabena Investment Services Inc
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About this Advisor
Eric Pirkl is a chartered financial analyst working out of Minneapolis, Minnesota with 11 years of relevant experience. Pirkl works at Okabena Investment Services Inc. They have spent their whole employment at Okabena Investment Services Inc. Pirkl can advise clients in Minnesota and Texas. Okabena Investment Services Inc is a firm that has its headquarters in Minneapolis, MN. It administers $2 billion in assets among its 242 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves 26 charitable organizations. Of its 242 customer accounts, 72% are held by high-net-worth clients who have greater than $1 million in investable assets. Okabena Investment Services Inc offers a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically depend on which service is provided. However, fees charged by Okabena Investment Services Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Okabena Investment Services Inc Brokerage Details
$1,498,619,425
16
242
$6,192,642
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Eric Pirkl Work History
Eric has been registered as a financial advisor for 11 years.*
Okabena Investment Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Pirkl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Okabena Investment Services Inc
Minneapolis, MN
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