Pin Oak Investment Advisors Inc

Pin Oak Investment Advisors Inc

Houston, Texas

Pin Oak Investment Advisors Inc is a leading investment advisory firm headquartered in Houston, TX. With over 120 individual clients and more than $617,145,000 in assets under management, the company has established itself as a trusted partner in wealth management. Operating from a single office, Pin Oak Investment Advisors Inc offers a comprehensive range of investment services to cater to the diverse needs of its clientele. While the majority of their assets under management are derived from institutional funds, the firm also adeptly manages 401K and individual accounts, accounting for less than 30% of their total assets. With...see more

Assets Under Mgmt

$617.14M

Investment Professionals

5

Locations

0

% 401K & Individual

7%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Fixed Fees
  • Performance-based fees
  • Other

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Other Business Activities

  • Other Financial product salesperson

Reviews for Pin Oak Investment Advisors Inc

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