Post Oak Investment Management, Inc.
Post Oak Investment Management, Inc. (CRD# 106601) is a financial advisory firm headquartered in Houston, TX. They manage $16,000,000 in 70 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts70ACCOUNTS
Average Account Value$228,571
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Kenneth Katzen (CRD# 1551407) is an Investment Advisor Representative working at Post Oak Investment Management, Inc. in Houston, TX and has over 31 years of experience in the finance industry.