OAKMONT ADVISORY GROUP, LLC is a Albuquerque, New Mexico based financial advisory firm with nearly $107,804,446 in assets under management and provides investment advisory services for 962 clients. There are currently 7 financial advisors at the firm.
General Information |
| Firm CRD#: | 158890 | |
| SEC#: | 801-128685 | |
| Assets under Management: | $107,804,446 | |
| No. of Clients: | 962 | |
| No. of Advisors: | 7 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Selection of Other Advisors | |
| Fee Structure: | A Percentage of AUM, Fixed Fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| OAKMONT ADVISORY GROUP, LLC | 158890 | 801-128685 | 962 | 7 | $107,804,446 |
| CROSS STATE FINANCIAL GROUP LLC | 282011 | 801-117843 | 861 | 10 | $117,205,050 |
| HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. | 164970 | 801-120599 | 766 | 6 | $111,161,223 |
| CROW FINANCIAL ADVISORS | 114077 | 801-120860 | 582 | 3 | $119,085,618 |
| SANDIA WEALTH MANAGEMENT, LLC | 159402 | 801-122537 | 538 | 4 | $140,894,100 |
| FINANCIAL PARTNERS, LLC | 170002 | 801-110092 | 363 | 4 | $99,538,508 |
| SKLAR CAPITAL ADVISORS, LLC | 286554 | 801-125789 | 275 | 3 | $98,310,944 |
| MERIDIAN WEALTH ADVISORS, LLC | 140991 | 801-127570 | 251 | 1 | $108,271,092 |
| HANSEATIC MANAGEMENT SERVICES INC | 107110 | 801-49508 | 114 | 4 | $106,000,000 |