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Building 2OAKMONT CAPITAL MANAGEMENT, LLC

Map pinOAKMONT, PA
Phone(412) 828-5550
NotebookSEC #801-71287
Total AUM
$3.1B
Employees
19
Clients
324

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
856 ALLEGHENY RIVER BLVD
OAKMONT
PA 15139
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(412) 828-5550
Other Offices
1

ReceiptFinancials

Total AUM
$3.1B
Accounts
994
Discretionary
$532.1M
Accounts
914
Non-Discretionary
$2.6B
Accounts
80

ContactClients

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Individual Clients
169
AUM
$45.8M
HNW Individual Clients
117
AUM
$453M
Pension/Profit Sharing Plan Clients
5
AUM
$762.6M
Charitable Organization Clients
8
AUM
$1.1B
Government Entity Clients
22
AUM
$47.8M
Corporation or Business Clients
3
AUM
$717.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANJOHPATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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