OAKMONT ADVISORY GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$149,506,723
Discretionary
$141,615,510
Non-discretionary
$7,891,213
Firm details
- CRD number
- 158890
- SEC file number
- 801-128685
- Main office
- ALBUQUERQUE, NM, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.