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Marc Christopher Defife

OAKMONT CAPITAL MANAGEMENT, LLC·OAKMONT, Pennsylvania
SIE, Series 7, Series 24, Series 63Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

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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04

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

Lawrence Jon Koteski
OAKMONT, PA
Gina Marie Kovatch
OAKMONT, PA

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Nearby cities in Pennsylvania
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Research
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