Assets Under Management
$92.9M
Number of Clients
125
Number of Advisors
6
Average Client AUM
$743K
AUM per Advisor
$15.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Herndon Plant Oakley Ltd. (HPO) offers financial planning and portfolio management services to individuals, small businesses, and institutional clients. They allocate assets among cash, stocks, and bonds, and may advise directly or invest through other advisors. HPO also provides general consulting and estate planning services.
800 N. Shoreline Blvd, Suite 2200 South, Corpus Christi, TX, 78401