Pin Oak Investment Advisors Inc.

Pin Oak Investment Advisors Inc. (CRD# 105550) is a financial advisory firm headquartered in Houston, TX. They manage $673,159,453 in 358 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
510 Bering Drive, Ste 100, Houston, TX 77057
http://www.pinoak.com
By the Numbers
  • Total Assets Under Management
    673
    MILLION
  • Total Number of Accounts
    358
    ACCOUNTS
  • Average Account Value
    $1,880,334
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Pin Oak Investment Advisors Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Daniel Estes, financial advisor Houston TX
Daniel C. Estes
CRD#: 2566459
510 Bering Drive, Ste 100, Houston, TX 77057

Daniel Estes (CRD# 2566459) is an Investment Advisor Representative working at Pin Oak Investment Advisors Inc. in Houston, TX and has over 29 years of experience in the finance industry.

2
Nathan Norman, financial advisor Houston TX
Nathan A. Norman
CRD#: 6718022
510 Bering Drive, Ste 100, Houston, TX 77057

Nathan Norman (CRD# 6718022) is an Investment Advisor Representative working at Pin Oak Investment Advisors Inc. in Houston, TX and has 1 year of experience in the finance industry.

3
J. Pappas, financial advisor Houston TX
J. S. Pappas
CRD#: 4059735
510 Bering Drive, Ste 100, Houston, TX 77057

J. Pappas (CRD# 4059735) is an Investment Advisor Representative working at Pin Oak Investment Advisors Inc. in Houston, TX and has over 24 years of experience in the finance industry.

4
John Platt, financial advisor Houston TX
John F. Platt
CRD#: 2187649
510 Bering, Suite 100, Houston, TX 77057

John Platt (CRD# 2187649) is an Investment Advisor Representative working at Pin Oak Investment Advisors Inc. in Houston, TX and has over 32 years of experience in the finance industry.

5
James Rouse, financial advisor Houston TX
James B. Rouse
CRD#: 2079302
510 Bering, Suite 100, Houston, TX 77057

James Rouse (CRD# 2079302) is an Investment Advisor Representative working at Pin Oak Investment Advisors Inc. in Houston, TX and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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