Oakmont Financial Services, L.L.C.

Overview

Oakmont Financial Services, L.L.C. is an owner-operated limited liability company that provides fee-based portfolio management services primarily to individuals, families and small businesses. The firm charges a percentage-of-assets fee and manages client portfolios on a discretionary basis. Its advisory scope is focused on individual and family wealth rather than institutional or pension consulting work. Oakmont is not registered as a multi-state adviser, does not position itself as a capital allocator, and does not identify as an active ESG investor in the available filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices