Oakmont Corporation
Oakmont Corporation (CRD# 112337) is a financial advisory firm headquartered in Los Angeles, CA. They manage $2,125,646,052 in 87 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Oakmont Corporation
By the Numbers
-
Total Assets Under Management2,126MILLION
-
Total Number of Accounts87ACCOUNTS
-
Average Account Value$24,432,713
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- 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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Oakmont Corporation
No Advisor Found.
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