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Ann Marie Urish

OAKMONT CAPITAL MANAGEMENT, LLC·OAKMONT, Pennsylvania
Unclaimed Profile
215 ALLEGHENY AVENUE, OAKMONT, PA 15139CRD# 5514795Firm CRD# 128939
01

About

Ann Marie Urish is a registered financial advisor based in OAKMONT, Pennsylvania, affiliated with OAKMONT CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
OAKMONT CAPITAL MANAGEMENT, LLC
OAKMONT CAPITAL MANAGEMENT, LLC
AUM
$528M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at OAKMONT CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5514795
Firm CRD# 128939
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ann Marie Urish offer?
Ann Marie Urish specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OAKMONT, Pennsylvania for a consultation.
What are Ann Marie Urish's credentials?
Ann Marie Urish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ann Marie Urish located?
Ann Marie Urish is based in OAKMONT, Pennsylvania, working with OAKMONT CAPITAL MANAGEMENT, LLC. Their office serves clients in the OAKMONT metropolitan area and surrounding communities.
How does Ann Marie Urish charge for services?
Ann Marie Urish's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAKMONT CAPITAL MANAGEMENT, LLC?
OAKMONT CAPITAL MANAGEMENT, LLC has approximately 11 employees and manages $528M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Lawrence Jon Koteski — OAKMONT CAPITAL MANAGEMENT, LLCLoyd Junior Johnson — OAKMONT CAPITAL MANAGEMENT, LLCMarc Christopher Defife — OAKMONT CAPITAL MANAGEMENT, LLCJoseph John Odonnell — OAKMONT CAPITAL MANAGEMENT, LLCAimee Anne Toth — INVICTA ADVISORS LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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