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OAKMONT CAPITAL MANAGEMENT, LLC
OAKMONT CAPITAL MANAGEMENT, LLC
OAKMONT, Pennsylvania
·
3 registered advisors
·
CRD# 128939
SEC# 801-71287
2
(412) 828-5550
01
Firm Overview
AUM
$528M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at OAKMONT CAPITAL MANAGEMENT, LLC
3 registered advisors
Gina Marie Kovatch
OAKMONT, Pennsylvania
CRD# 4492647
Lawrence Jon Koteski
OAKMONT, Pennsylvania
CRD# 2765692
Marc Christopher Defife
OAKMONT, Pennsylvania
CRD# 4233366
05
Office Locations
OAKMONT, Pennsylvania
3 advisors
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Data sourced from SEC Form ADV filings. OAKMONT CAPITAL MANAGEMENT, LLC (CRD# 128939) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.