655 Allegheny Avenue
Oakmont, Pennsylvania 15139
Tel: (412) 828-5550
OAKMONT CAPITAL MANAGEMENT, LLC, formally registered with the SEC as OAKMONT CAPITAL MANAGEMENT, LLC. The firm was established in 04/06/2010. They have over 3 offices throughout the country.
OAKMONT CAPITAL MANAGEMENT, LLC is a Oakmont, Pennsylvania based Financial Planning firm with nearly $528,412,608 assets under management, offering retirement planning & investment advisory services to 882 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 128939 |
SEC# | 801-71287 |
Assets Managed by Firm | $528,412,608 |
No. of Clients | 882 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 882 | $528,412,608 |
Individuals (other than high net worth individuals) | 157 | $34,380,322 |
High net worth individuals | 115 | $337,054,820 |
Pension and profit sharing plans | 5 | $120,160,279 |
Charitable organizations | Fewer than 5 clients | $1,248,222 |
Corporations or other businesses | Fewer than 5 clients | $868,616 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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