0001733757-19-000004.txt : 20190221
0001733757-19-000004.hdr.sgml : 20190221
20190221091003
ACCESSION NUMBER: 0001733757-19-000004
CONFORMED SUBMISSION TYPE: MA-A
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190129
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Post Oak Municipal Advisors, LLC
CENTRAL INDEX KEY: 0001733757
IRS NUMBER: 824622799
STATE OF INCORPORATION: TX
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-A
SEC ACT: 1934 Act
SEC FILE NUMBER: 867-02339
FILM NUMBER: 19620653
BUSINESS ADDRESS:
STREET 1: 820 GESSNER ROAD
STREET 2: SUITE 1350
CITY: HOUSTON
STATE: TX
ZIP: 77024
BUSINESS PHONE: 7133929849
MAIL ADDRESS:
STREET 1: 820 GESSNER ROAD
STREET 2: SUITE 1350
CITY: HOUSTON
STATE: TX
ZIP: 77024
MA-A
1
primary_doc.xml
MA-A
0001733757
XXXXXXXX
Charles T. Palmer
713-328-0991
tpalmer@postoakma.com
debra.schaps@legayelaw.com
12-31-2018
Y
Post Oak Municipal Advisors, LLC
82-4622799
820 GESSNER ROAD
SUITE 1350
HOUSTON
TX
77024
713-328-0990
NewAdd
713-328-0985
N
820 GESSNER ROAD
SUITE 1350
HOUSTON
TX
77024
postoakma.com
Tracie
Bonham
Palmer
Chief Compliance Officer
820 GESSNER ROAD
SUITE 1350
Houston
TX
77024
713-328-0988
traciepalmer@ma.com
December
TX
02-28-2018
N
7
5
0
0
0
0
Municipal Entities
Non-profit organizations
Corporations or other businesses
0
0
0
Not Applicable
Hourly Charges
Fixed Fees
Contingent Fees
Not Applicable
Advice Insurance Of MS
Advice Investment Of Proceeds MS
Advice ME Investments
Advice ME Other Investments
Advice Guaranteed IC
Advice Use Of MD
Advice On Selection
N
Lawyer or law firm
1
N
N
N
N
N
N
N
N
N
N
N
N
N
NewAdd
Tracie
Bonham
Palmer
01-01-2019
Chief Compliance Officer
820 Gessner Road, Suite 1350
Houston
TX
77024
713-328-0988
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
Y
N
Charles
Terrell
Palmer
Chief Compliance Officer
03-09-2018
E
Y
001691974
Amend
Charles
Terrell
Palmer
President
03-09-2018
E
Y
001691974
Add
TRACIE
BONHAM
PALMER
CHIEF COMPLIANCE OFFICER
01-01-2019
NA
Y
000000000
Tracie Palmer
Tracie Palmer
Chief Compliance Officer
01-29-2019
N
N
N
N
N
N
N
Y
N
N
N
N
N
N
N
N
Y
N
N
N
N