Oakmont Advisory Group, LLC
Oakmont Advisory Group, LLC (CRD# 158890) is a financial advisory firm headquartered in Albuquerque, NM. They manage $108,198,163 in 1,021 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management108MILLION
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Total Number of Accounts1,021ACCOUNTS
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Average Account Value$105,973
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
NM, TX
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.
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.
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.