Summary

Post Oak Financial LLC

Founded in 2006

Description

Post Oak Financial, LLC is a financial services company that specializes in retirement strategies. They provide personalized retirement income plans by analyzing the unique mix of assets of their clients. Their main objective is to help clients navigat...

Strengths

  • Post Oak Financial LLC has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Since Post Oak Financial LLC was founded, the company has grown faster than the industry average

Annual Revenue

Post Oak Financial LLC's annual revenue

$7631000

Based on Kona Equity data

  • Revenue per employee

    $218028

  • Annual revenue growth since founding

    $423944

  • Revenue growth rate from first known quarter to current

    23.1%

Employee Count

35 employees

  • Employee growth rate from first known quarter to current

    12.9%

Executives

Rocky Gandy

Investment Adviser; Chief Compliance Officer; Managing Member

r**@postoakfinancial.com

G Score - 5

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

One Riverway Ste. 1700 
Houston, TX  77056

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Key Information

  • SIC: 62; 6211
  • NAICS: 523; 52
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Post Oak Financial LLC.

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Frequently Asked Questions

Where is Post Oak Financial LLC located?

Post Oak Financial LLC's headquarters are located at One Riverway Ste. 1700  Houston, TX  77056.


What is Post Oak Financial LLC's official website?

Post Oak Financial LLC's official website is postoakfinancial.com


What is Post Oak Financial LLC's revenue?

Post Oak Financial LLC's annual revenue is $7.6 M.


What is Post Oak Financial LLC's SIC code?

Post Oak Financial LLC's SIC: 62; 6211


What is Post Oak Financial LLC's NAICS code?

Post Oak Financial LLC's NAICS: 523; 52.


How many employees does Post Oak Financial LLC's have?

Post Oak Financial LLC has 35 employees


What industry does Post Oak Financial LLC belong to?

Post Oak Financial LLC is in the industry of Financial services.

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