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Oakmont Investment Advisors, Inc.

● SEC registered since 2018CRD 111095SEC# 801-113803Pittsburgh, PA
Export (members)
Reg. AUM
$164.1M
Employees
2
Accounts
214
Location
Pittsburgh, PA

Oakmont Investment Advisors, Inc. assets under management

Oakmont Investment Advisors, Inc. is a registered investment adviser overseen by the SEC based in Pittsburgh, PA. The firm has been registered since 2018. It reports $164.1 million in regulatory assets under management and employs 2 people.
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Oakmont Investment Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jason D. Heakins ControlVice President25-50%2013
Ronald Edward Heakins ControlPresident And Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Oakmont Investment Advisors, Inc. manage?

Oakmont Investment Advisors, Inc. reports $164.1 million in regulatory assets under management on its Form ADV.

How many employees does Oakmont Investment Advisors, Inc. have?

Oakmont Investment Advisors, Inc. reports 2 employees.

Where is Oakmont Investment Advisors, Inc. located?

Oakmont Investment Advisors, Inc. is based in Pittsburgh, PA and has been SEC-registered since 2018.

Does Oakmont Investment Advisors, Inc. disclose fund performance?

Oakmont Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address731 S. Aiken Ave, Pittsburgh, PA 15232
Phone412-802-8358
Office hours8:00 a.m. - 4:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$164.1M
Non-discretionary$0
Total (RAUM)$164.1M