OAKMONT ADVISORY GROUP, LLC - Financial Advisor in New Mexico, Albuquerque

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM

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