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Post Oak Investment Management

EST. AUM
$21,000,000

CONTACTS
2

CLIENT ACCOUNTS
40

Firm Details

Metro area Houston
CRD Number 106601
Website postoakinvestment.com
Client types

Overview

Post Oak Investment Management, Inc., founded in 1999, is a Registered Investment Advisory firm located in Houston, Texas. The firm is dedicated to serving its clients with complete investment and wealth management services. Its client base includes high-net-worth individuals, professionals, business owners, partnerships, trust accounts, and closely-held corporations. The firm seeks to provide services to both for-profit and non-profit institutions and company retirement plans. It manages its own "Fund" as well as providing wealth management services.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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