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).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $228,571
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 W. Katzen
CRD#: 1551407
4265 San Felipe, Suite 1100, Houston, TX 77027
93
Wealthminder
score

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.

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