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Lawrence Jon Koteski

OAKMONT CAPITAL MANAGEMENT, LLC·OAKMONT, Pennsylvania
Unclaimed Profile
655 ALLEGHENY AVENUE, OAKMONT, PA 15139CRD# 2765692Firm CRD# 128939
01

About

Lawrence Jon Koteski 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# 2765692
Firm CRD# 128939
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lawrence Jon Koteski offer?
Lawrence Jon Koteski specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OAKMONT, Pennsylvania for a consultation.
What are Lawrence Jon Koteski's credentials?
Lawrence Jon Koteski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Jon Koteski located?
Lawrence Jon Koteski 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 Lawrence Jon Koteski charge for services?
Lawrence Jon Koteski'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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Loyd Junior Johnson — OAKMONT CAPITAL MANAGEMENT, LLCMarc Christopher Defife — OAKMONT CAPITAL MANAGEMENT, LLCJoseph John Odonnell — OAKMONT CAPITAL MANAGEMENT, LLCAnn Marie Urish — 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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