Oak Mountain Financial Group, Inc.
Oak Mountain Financial Group, Inc. (CRD# 112978) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $19,500,000 in 300 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts300ACCOUNTS
Average Account Value$65,000
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops