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Myranda Jane Obara

OAKMONT PARTNERS, LLC·PEABODY, Massachusetts
Unclaimed Profile
1R NEWBURY STREET, PEABODY, MA 01960CRD# 1734128Firm CRD# 141137
01

About

Myranda Jane Obara is a registered financial advisor based in PEABODY, Massachusetts, affiliated with OAKMONT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DAKOTA WEALTH, LLC
DAKOTA WEALTH, LLC
AUM
$311M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at DAKOTA WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1734128
Firm CRD# 141137
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Myranda Jane Obara offer?
Myranda Jane Obara specializes in Financial Planning, Investment Management. Contact their office in PEABODY, Massachusetts for a consultation.
What are Myranda Jane Obara's credentials?
Myranda Jane Obara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Myranda Jane Obara located?
Myranda Jane Obara is based in PEABODY, Massachusetts, working with OAKMONT PARTNERS, LLC. Their office serves clients in the PEABODY metropolitan area and surrounding communities.
How does Myranda Jane Obara charge for services?
Myranda Jane Obara's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAKMONT PARTNERS, LLC?
OAKMONT PARTNERS, LLC has approximately 11 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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