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OAKMONT ADVISORY GROUP, LLC
2001 Carlisle Blvd Ne
Suite D
Albuquerque, New Mexico 87110-4939
Tel: 505-821-6966
About OAKMONT ADVISORY GROUP, LLC
OAKMONT ADVISORY GROUP, LLC, formally registered with the SEC as OAKMONT ADVISORY GROUP, LLC. The firm was established in 09/01/2023. They have over 1 offices throughout the country.
OAKMONT ADVISORY GROUP, LLC is a Albuquerque, New Mexico based Financial Planning firm with nearly $108,198,163 assets under management, offering retirement planning & investment advisory services to 1021 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158890 |
| SEC# | 801-128685 |
| Assets Managed by Firm | $108,198,163 |
| No. of Clients | 1021 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1021 | $108,198,163 |
| Individuals (other than high net worth individuals) | 637 | $70,177,673 |
| High net worth individuals | 34 | $35,589,890 |
| Pension and profit sharing plans | 3 | $2,430,600 |
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