Overview
Assets Under Management: $311 million
Headquarters: PEABODY, MA
High-Net-Worth Clients: 97
Average Client Assets: $1.9 million
Frequently Asked Questions
OAKMONT PARTNERS, LLC 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 #141137), OAKMONT PARTNERS, LLC is subject to fiduciary duty under federal law.
OAKMONT PARTNERS, LLC is headquartered in PEABODY, MA.
OAKMONT PARTNERS, LLC serves 97 high-net-worth clients according to their SEC filing dated February 27, 2018. View client details ↓
According to their SEC Form ADV, OAKMONT PARTNERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
OAKMONT PARTNERS, LLC manages $311 million in client assets according to their SEC filing dated February 27, 2018.
According to their SEC Form ADV, OAKMONT PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.41%
Average Client Assets: $1.9 million
Total Client Accounts: 416
Discretionary Accounts: 416
Regulatory Filings
CRD Number: 141137
Filing ID: 1181611
Last Filing Date: 2018-02-27 09:42:00