Pin Oak Investment Advisors

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Pin Oak Investment Advisors — overview

Assets Under Management

Type

Wealth Manager

Location

Houston, TX, US

Alternative Asset Classes

REPDNR

About

Pin Oak Investment Advisors is a Texas-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. The services it provides include financial planning, education planning, trust & estate planning, charitable giving, business transition planning, asset management, portfolio management, and family office services. The services are offered to individuals, high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, family limited partnerships, private & pooled investment vehicles, and business entities.

Pin Oak Investment Advisors - known decision makers (6)

Contact NamePositionLocationEmailTelephoneAsset Class
Director,Alternative InvestmentsHouston, USREPDNR
Financial AdvisorHouston, USREPDNR
Founder & Chief Investment OfficerHouston, USREPDNR
Investment & Wealth AdvisorHouston, USREPDNR
Principal & Chief Compliance OfficerHouston, USREPDNR

Showing 5 of 6 known decision makers Pin Oak Investment Advisors

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