Oakmont Financial Services, L.L.C.

Overview

Oakmont Financial Services, L.L.C. is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on portfolio management for individuals and small businesses and bills clients on a percentage-of-assets-under-management basis. Public data indicate Oakmont serves retail and family clients rather than institutional mandates, does not self-identify as an ESG investor, and is not listed as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices