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Building 2OAKMONT ADVISORY GROUP, LLC

Map pinALBUQUERQUE, NM
Phone505-821-6966
NotebookSEC #801-128685
Total AUM
$149.5M
Employees
7
Clients
476

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2001 CARLISLE BLVD NE
SUITE D
ALBUQUERQUE
NM 87110-4939
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
505-821-6966

ReceiptFinancials

Total AUM
$149.5M
Accounts
1,146
Discretionary
$141.6M
Accounts
1,112
Non-Discretionary
$7.9M
Accounts
34

ContactClients

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Individual Clients
415
AUM
$75.5M
HNW Individual Clients
58
AUM
$71.4M
Pension/Profit Sharing Plan Clients
3
AUM
$2.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LANMTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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