James Fornof, financial advisor Oakmont PA
90 score

James Fornof

CRD 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.

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Professional Designations
Company Name Location Dates Years
Oakmont Capital Management, LLC Pittsburgh, PA Jan 2014 - Current 2
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

James Fornof has no recent exams reported.
Contact Info for James D. Fornof
Phone Number: (412) 828-5550
Registered State(s):
  • PA
  • VA
By the Numbers
  • Total Assets Under Management
    208
    MILLIONS
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $581,232
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

FL, OH, PA, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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