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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