Post Oak Investment Management, Inc.

Post Oak Investment Management, Inc. (CRD# 106601) is a financial advisory firm headquartered in Houston, TX. They manage $19,000,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4265 San Felipe, Suite 1100, Houston, TX 77027
http://www.postoakinvestment.com
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $422,222
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Post Oak Investment Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth Katzen, financial advisor Houston TX
Kenneth W. Katzen
CRD#: 1551407
4265 San Felipe, Suite 1100, Houston, TX 77027

Kenneth Katzen (CRD# 1551407) is an Investment Advisor Representative working at Post Oak Investment Management, Inc. in Houston, TX and has over 37 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals