OAKMONT CORPORATION

865 S. Figueroa Street
Suite 700
Los Angeles, California 90017
Tel: 213-891-6300

About OAKMONT CORPORATION

OAKMONT CORPORATION, formally registered with the SEC as OAKMONT CORPORATION. The firm was established in 09/03/1992. They have over 1 offices throughout the country.

OAKMONT CORPORATION is a Los Angeles, California based Financial Planning firm with nearly $2,274,771,873 assets under management, offering retirement planning & investment advisory services to 83 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112337
SEC#	801-42175
Assets Managed by Firm	$2,274,771,873
No. of Clients	83
No. of Advisors	36

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	83	$2,274,771,873
High net worth individuals	57	$1,155,110,902
Charitable organizations	Fewer than 5 clients	$118,877,059
Corporations or other businesses	5	$113,805,138

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