Be advised. This firm is no longer registered.

Oakmont Partners, LLC

Oakmont Partners, LLC (CRD# 141137) is a financial advisory firm headquartered in Peabody, MA. They manage $311,216,903 in 416 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    311
    MILLION
  • Total Number of Accounts
    416
    ACCOUNTS
  • Average Account Value
    $748,118
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, NY, SC, TX

Financial Advisors at Oakmont Partners, LLC
No Advisor Found.
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