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Building 2POST OAK PRIVATE WEALTH ADVISORS

Map pinHOUSTON, TX
Phone281-580-2100
NotebookSEC #801-117111
Total AUM
$390.9M
Employees
7
Clients
377

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 SMITH STREET
SUITE 610
HOUSTON
TX 77002
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
281-580-2100
Other Offices
1

ReceiptFinancials

Total AUM
$390.9M
Accounts
782
Discretionary
$390.9M
Accounts
782
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
287
AUM
$63.7M
HNW Individual Clients
89
AUM
$319M
Pension/Profit Sharing Plan Clients
1
AUM
$8.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ESTATE PLANNING ASSISTANCE
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNMTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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