|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Oakmont Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 158890 |
| SEC # | 801-128685 |
| CIK # | |
| AUM | $127.4 M (2025-03-27) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 505-821-6966 |
| Address | 2001 Carlisle Blvd NE Albuquerque, NM 87110-4939 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 461 | 85.9 |
| (b) Individuals (high net worth individuals) | 27 | 38.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 2.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 491 | 127.4 |
| By Discretionary | ||
| Discretionary | 479 | 121.7 |
| Non-Discretionary | 12 | 5.7 |
| Total | 491 | 127.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.4 | |
| Total | 491 | 127.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Severin Investments LLC
✚
|
MO | 0.1 |
|
Fort Advisors Inc
✚
|
TX | 0.1 |
|
Stembrook Asset Management LLC
✚
|
NJ | 0.1 |
|
RDM Capital Associates Inc
✚
|
NJ | 0.1 |
|
Cerasus Advisors Inc
✚
|
0.1 | |
|
Chromecore LLC
✚
|
CA | 0.1 |
|
Trinity Investment Management LLC
✚
|
TX | 0.1 |
|
GeoVest Advisors Inc
✚
|
NY | 0.1 |
|
JK Private Wealth LLC
✚
|
CT | 0.1 |
|
Echelons Capital LLC
✚
|
UT | 0.1 |