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John Shao Portfolio Management, Inc.

3205 NW 63rd
Oklahoma City, Oklahoma 73116
United States
 
Contact :      Larry Compton
Phone :       405-740-8787
Fax :             405-840-1756
Email :         larry@john-shao.com
Web :           http://www.john-shao.com

John Shao Portfolio Management, Inc. Information

Type of organization :
Total Assets Managed ($Mil) : $25
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1992
Wrap Programs Offered? : No
# of Accounts Managed : 57
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

John Shao Portfolio Management, Inc. History

Inititally operated as a sole proprietorship, the firm was incorporated in 1997 as Pinnacle Financial Management Inc. The name was changed in September 2003 to John Shao Portfolio Management Inc. to distinguish it from other RIAs named "Pinnacle" and to emphasize the firm's focus on portfolio management and investment consulting.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

John Shao Portfolio Management, Inc. Personnel

Dr.  John Shao

President/CEO
Tel : 405-810-0677
Email: john@john-shao.com
PhD. in Finance and Master in Statistics ? Virginia Polytechnic Institute and State University Master Degree in International Business ? University of Texas at Dallas Bachelor of Science in Electrical Engineering ? TsingHua University, Beijing, China., Cum Laude 11 years experience in investment management Associate Finance Professor, Oklahoma City University 1992 - Present Publications include: ? Study Guide & Problems Manual to Accompany Corporate Finance, John Wiley & Sons, 1997. ? Instructor?s Resource Guide to Accompany Corporate Finance: Theory and Practice, John Wiley & Sons, 1997.

John Shao Portfolio Management, Inc. Product Name

Report Created: September,26 2020.  Copyright Money Manager Review , All rights Reserved.
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