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Last updated: December 6th, 2019. Data source: SEC filings.
Oakmont Capital Management, federally registered in 2010, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 6 advisors. Oakmont Capital Management manages $352.2 million and provides investment advisory services for 338 clients (1:57 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||8|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$1,041,895|
|Total AUM||$352.2 million|
|Advisor / Client Ratio||1:57|
|SEC Filings||Forms and Brochures (CRD # 128939)|
|State(s) Registered||FL, NJ, OH, PA, TX, VA|