OAKMONT INVESTMENT ADVISORS, INC.
Doing business as OAK TREE INVESTMENT ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$192,224,520
Discretionary
$192,224,520
Non-discretionary
$0
Firm details
- CRD number
- 111095
- SEC file number
- 801-113803
- Main office
- PITTSBURGH, PA, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://MYOAKTREEADVISORS.COM
- Fee structure
-
Percentage of AUM
As of November 2026.