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POST OAK PRIVATE WEALTH ADVISORS
1200 Smith Street
Suite 610
Houston, Texas 77002
Tel: 281-580-2100
About POST OAK PRIVATE WEALTH ADVISORS
POST OAK PRIVATE WEALTH ADVISORS, formally registered with the SEC as POST OAK PRIVATE WEALTH ADVISORS. The firm was established in 07/06/2019. They have over 1 offices throughout the country.
POST OAK PRIVATE WEALTH ADVISORS is a Houston, Texas based Financial Planning firm with nearly $282,025,465 assets under management, offering retirement planning & investment advisory services to 679 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159293 |
| SEC# | 801-117111 |
| Assets Managed by Firm | $282,025,465 |
| No. of Clients | 679 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (ESTATE PLANNING ASSISTANCE)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 679 | $282,025,465 |
| Individuals (other than high net worth individuals) | 249 | $55,456,829 |
| High net worth individuals | 59 | $219,957,572 |
| Pension and profit sharing plans | 1 | $6,611,064 |
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