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Marc Christopher Defife

OAKMONT CAPITAL MANAGEMENT, LLC·OAKMONT, Pennsylvania
Clean recordOAKMONT CAPITAL MANAGEMENT, LLC
655 ALLEGHENY AVENUE, OAKMONT, PA 15139CRD# 4233366Firm CRD# 128939

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marc Christopher Defife · OAKMONT, PA
Registration
CRD #4233366 · OAKMONT CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Marc Christopher Defife 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
Introduction

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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# 4233366
Firm CRD# 128939
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marc Christopher Defife offer?
Marc Christopher Defife specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OAKMONT, Pennsylvania for a consultation.
What are Marc Christopher Defife's credentials?
Marc Christopher Defife is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Christopher Defife located?
Marc Christopher Defife 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 Marc Christopher Defife charge for services?
Marc Christopher Defife'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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Other Advisors at OAKMONT CAPITAL MANAGEMENT, LLC

Gina Marie Kovatch
OAKMONT, PA
Joseph John Odonnell
OAKMONT, PA
Ann Marie Urish
OAKMONT, PA
Lawrence Jon Koteski
OAKMONT, PA
Loyd Junior Johnson
OAKMONT, PA

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Research
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