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
Post Oak Investment Management, Inc.
By the Numbers
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Total Assets Under Management19MILLION
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Total Number of Accounts45ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Post Oak Investment Management, Inc.
1
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.
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