Oakmont Advisory Group, LLC

Oakmont Advisory Group, LLC (CRD# 158890) is a financial advisory firm headquartered in Albuquerque, NM. They manage $107,804,446 in 962 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    962
    ACCOUNTS
  • Average Account Value
    $112,063
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NM, TX

Financial Advisors at Oakmont Advisory Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David B. Hicks
CRD#: 6156912
2001 Carlisle Blvd Ne, Suite D, Albuquerque, NM 87110

David Hicks (CRD# 6156912) is an Investment Advisor Representative working at Oakmont Advisory Group, LLC in Albuquerque, NM and has over 11 years of experience in the finance industry.

2
Ralph W. Hicks
CRD#: 1500855
2001 Carlisle Blvd Ne, Suite D, Albuquerque, NM 87110

Ralph Hicks (CRD# 1500855) is an Investment Advisor Representative working at Oakmont Advisory Group, LLC in Albuquerque, NM and has over 37 years of experience in the finance industry.

3
Brandon C. Kinsner
CRD#: 7621973
2001 Carlisle Blvd Ne, Suite D, Albuquerque, NM 87110

Brandon Kinsner (CRD# 7621973) is an Investment Advisor Representative working at Oakmont Advisory Group, LLC in Albuquerque, NM and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.