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...
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Assets Under Mgmt
$617.14M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
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
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