Areas of Practice
Investment ManagementFinancial Planning & CoachingAlternative InvestmentsHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
336 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$671.9M

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
Loading...

Location

510 Bering Drive, Ste 100, Houston, TX, 77057

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Pin Oak Investment Advisors INC
February 2025 - Present · 1 yr
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.