James FornofCRD Number: 6333876
Current Firm: Oakmont Capital Management, LLC
James Fornof (CRD# 6333876) is an Investment Advisor Representative working at Oakmont Capital Management, LLC in Oakmont, PA and has 1 year of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Oakmont Capital Management, LLC||Pittsburgh, PA||Jan 2014 - Current||3|
|Dauntless Solutions, Incorporated||Pittsburgh, PA||Jun 2012 - Current||4|
|Westinghouse Electric Company, LLC||Cranberry Twnshp, PA||Jan 2009 - Jun 2012||3|
|Westinghouse Electric Company, LLC||Monroeville, PA||Jun 2006 - Jan 2009||2|
Total Assets Under Management208MILLIONS
Total Number of Accounts357ACCOUNTS
Average Account Value$581,232
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, OH, PA, TX, VA
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