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Building 2OAK HARVEST INVESTMENT SERVICES

Map pinHOUSTON, TX
Phone281-822-1350
NotebookSEC #801-116667
Total AUM
$1.1B
Employees
44
Clients
978

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
920 MEMORIAL CITY WAY
SUITE 150
HOUSTON
TX 77024
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
281-822-1350

ReceiptFinancials

Total AUM
$1.1B
Accounts
2,927
Discretionary
$1.1B
Accounts
2,927
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
564
AUM
$307.7M
HNW Individual Clients
404
AUM
$712.6M
Investment Company Clients
1
AUM
$91.1M
Charitable Organization Clients
7
AUM
$19.8M
Corporation or Business Clients
2
AUM
$5.6M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTFLGAILLAMDMIMOMTNCNENHNJNVNYOHOKORPATNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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