Oakmont Financial Services, L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 115291
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Oakmont Financial Services, L.L.C. is an independently owned registered investment advisory firm organized as an LLC that focuses on fee-based portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and does not position itself as a capital allocator or pension consultant. Oakmont is not flagged as an active ESG investor and does not operate as a multistate adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Derivatives23%
- Cash & Cash Equivalents20%
- State & Local Bonds1%
Contacts
1 of 1Steven Pierce
Registered Investment AdvisorCRD 1253275
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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