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OAKMONT WEALTH ADVISORY, LLC

Tel: 443-741-9101
8840 Stanford Boulevard
Suite 4000
Columbia, Maryland  21045

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OAKMONT WEALTH ADVISORY, LLC

OAKMONT WEALTH ADVISORY, LLC is a Columbia, Maryland based financial advisory firm with nearly $94,124,202 in assets under management and provides investment advisory services for 246 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

299021

SEC#:

801-114266

No. of Clients:

246

Assets under Management

$94,124,202

No. of Advisors:

2

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