OAKMONT ADVISORY GROUP, LLC
Tel: 505-821-6966 2001 Carlisle Blvd Ne Suite D Albuquerque, New Mexico 87110-4939
About OAKMONT ADVISORY GROUP, LLC
OAKMONT ADVISORY GROUP, LLC is a Albuquerque, New Mexico based financial advisory firm with nearly $108,198,163 in assets under management and provides investment advisory services for 1021 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
158890
Firm SEC#:
801-128685
Assets Under Management:
$108,198,163
No. of Clients:
1021
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors
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