← Tributary

PIN OAK INVESTMENT ADVISORS INC

HOUSTON, TX · CRD 105550 · IAPD ↗ · pinoak.com · 713-871-8300

$784.8MRegulatory AUM
5Advisory reps
12Employees
0Clients
251-500Planning clients
12Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2024 — PIN OAK INVESTMENT ADVISORS INC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.