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OAKMONT ADVISORY GROUP, LLC

Tel: 505-821-6966
2001 Carlisle Blvd Ne
Suite D
Albuquerque, New Mexico  87110-4939

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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

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

Firm CRD#:

158890

SEC#:

801-128685

No. of Clients:

1021

Assets under Management

$108,198,163

No. of Advisors:

7

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