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OAKMONT INVESTMENT ADVISORS, INC.
OAKMONT INVESTMENT ADVISORS, INC.
OAK TREE INVESTMENT ADVISORS
PITTSBURGH, Pennsylvania
·
2 registered advisors
·
CRD# 111095
SEC# 801-113803
0
412-802-8358
01
Firm Overview
AUM
$150M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at OAKMONT INVESTMENT ADVISORS, INC.
2 registered advisors
Jason D. Heakins
PITTSBURGH, Pennsylvania
CRD# 6069022
Ronald Edward Heakins
PITTSBURGH, Pennsylvania
CRD# 1007878
05
Office Locations
PITTSBURGH, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. OAKMONT INVESTMENT ADVISORS, INC. (CRD# 111095) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.