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.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oakmont Capital Management, LLC | Pittsburgh, PA | Jan 2014 - Current | 10 |
| Dauntless Solutions, Incorporated | Pittsburgh, PA | Jun 2012 - Current | 11 |
- PA
-
Total Assets Under Management528MILLIONS
-
Total Number of Accounts882ACCOUNTS
-
Average Account Value$599,107
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
DC, FL, NH, NJ, NY, OH, PA, TX
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