PIN OAK INVESTMENT ADVISORS INC

510 Bering Drive
Ste 100
Houston, Texas 77057
Tel: 713-871-8300

About PIN OAK INVESTMENT ADVISORS INC

PIN OAK INVESTMENT ADVISORS INC, formally registered with the SEC as PIN OAK INVESTMENT ADVISORS INC. The firm was established in 01/12/1990. They have over 1 offices throughout the country.

PIN OAK INVESTMENT ADVISORS INC is a Houston, Texas based Financial Planning firm with nearly $673,159,453 assets under management, offering retirement planning & investment advisory services to 358 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105550
SEC#	801-35858
Assets Managed by Firm	$673,159,453
No. of Clients	358
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (ORIGINATION FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	358	$673,159,453
Individuals (other than high net worth individuals)	171	$72,597,924
High net worth individuals	144	$164,277,304
Corporations or other businesses	25	$83,331,137

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