Overview
Assets Under Management: $164 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 16
Average Client Assets: $8 million
Frequently Asked Questions
OAKMONT INVESTMENT ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111095), OAKMONT INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
OAKMONT INVESTMENT ADVISORS, INC. is headquartered in PITTSBURGH, PA.
OAKMONT INVESTMENT ADVISORS, INC. serves 16 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, OAKMONT INVESTMENT ADVISORS, INC. offers portfolio management for individuals. View all service details ↓
OAKMONT INVESTMENT ADVISORS, INC. manages $164 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, OAKMONT INVESTMENT ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.56
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 214
Discretionary Accounts: 214
Regulatory Filings
CRD Number: 111095
Last Filing Date: 2025-02-21 00:00:00
Website: https://myoaktreeadvisors.com