OAKMONT CAPITAL MANAGEMENT, LLC - Financial Advisor in Pennsylvania, Oakmont

Tel: (412) 828-5550 655 Allegheny Avenue Oakmont, Pennsylvania 15139

About OAKMONT CAPITAL MANAGEMENT, LLC

OAKMONT CAPITAL MANAGEMENT, LLC is a Oakmont, Pennsylvania based financial advisory firm with nearly $528,412,608 in assets under management and provides investment advisory services for 882 clients. There are currently 11 financial advisors at the firm.

General Information

Firm CRD#:

128939

Firm SEC#:

801-71287

Assets Under Management:

$528,412,608

No. of Clients:

882

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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Top Financial Advisory Firms in Pennsylvania, Oakmont

FirmCRD#:298868

SEC#:801-114114

No. of Advisors:43

No. of Clients:1192

AUM:$192,282,372

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INVICTA ADVISORS LLC

298868

801-114114

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