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OAKMONT ADVISORY GROUP, LLC
OAKMONT ADVISORY GROUP, LLC
ALBUQUERQUE, New Mexico
·
2 registered advisors
·
CRD# 158890
SEC# 801-128685
0
505-821-6966
01
Firm Overview
AUM
$108M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at OAKMONT ADVISORY GROUP, LLC
2 registered advisors
David Bradford Hicks
ALBUQUERQUE, New Mexico
CRD# 6156912
Ralph William Hicks
ALBUQUERQUE, New Mexico
CRD# 1500855
05
Office Locations
ALBUQUERQUE, New Mexico
2 advisors
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Data sourced from SEC Form ADV filings. OAKMONT ADVISORY GROUP, LLC (CRD# 158890) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.