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Gina Marie Kovatch

OAKMONT CAPITAL MANAGEMENT, LLC·OAKMONT, Pennsylvania
SIE, Series 6, Series 7, Series 63, Series 65Clean record10 years registeredOAKMONT CAPITAL MANAGEMENT, LLC
655 ALLEGHENY AVENUE, OAKMONT, PA 15139CRD# 4492647Firm CRD# 128939

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gina Marie Kovatch · OAKMONT, PA
Registration
CRD #4492647 · OAKMONT CAPITAL MANAGEMENT, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

OAKMONT CAPITAL MANAGEMENT, LLC
Dec 2016 – present
TRUSTMONT ADVISORY GROUP, INC.
Dec 2015 – Dec 2016
GREENSBURG, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · December 10, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OAKMONT CAPITAL MANAGEMENT, LLC
CRD 128939 · SEC 801-71287
AUM
$528M
Regulatory assets under management
Employees
11
882 client accounts
Services offered by OAKMONT CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at OAKMONT CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Gina Marie Kovatch offer?
Gina Marie Kovatch specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OAKMONT, Pennsylvania for a consultation.
What are Gina Marie Kovatch's credentials?
Gina Marie Kovatch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gina Marie Kovatch located?
Gina Marie Kovatch 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 Gina Marie Kovatch charge for services?
Gina Marie Kovatch'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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OAKMONT, PA
Lawrence Jon Koteski
OAKMONT, PA

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Research
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