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OAK HARVEST INVESTMENT SERVICES
920 Memorial City Way
Suite 150
Houston, Texas 77024
Tel: 281-822-1350
About OAK HARVEST INVESTMENT SERVICES
OAK HARVEST INVESTMENT SERVICES, formally registered with the SEC as OAK HARVEST INVESTMENT SERVICES. The firm was established in 05/22/2019. They have over 1 offices throughout the country.
OAK HARVEST INVESTMENT SERVICES is a Houston, Texas based Financial Planning firm with nearly $940,834,408 assets under management, offering retirement planning & investment advisory services to 2633 clients. The firm is staffed with 39 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173293 |
| SEC# | 801-116667 |
| Assets Managed by Firm | $940,834,408 |
| No. of Clients | 2633 |
| No. of Advisors | 39 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2633 | $940,834,408 |
| Individuals (other than high net worth individuals) | 509 | $264,492,245 |
| High net worth individuals | 387 | $642,838,242 |
| Charitable organizations | 7 | $24,928,715 |
| Corporations or other businesses | Fewer than 5 clients | $4,686,572 |
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