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Oakmont Advisory Group, LLC CRD 158890
$150M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2001 Carlisle Blvd Ne Suite D, Albuquerque, NM 87110-4939 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2023-03-01 |
Branch Locations
2001 Carlisle Blvd Ne Suite D, Albuquerque, NM 87110-4939 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakmont Advisory Group, Llc | Albuquerque | NM | 01/2021 | Present |
| Oakmont Advisory Group | Albuquerque | NM | 01/2021 | Present |
| Ops Btfo | Rio Rancho | NM | 12/2018 | 01/2021 |
| Ubreakifix | Albuquerque | NM | 10/2017 | 12/2018 |
| Miracle Fulfillment | Rio Rancho | NH | 08/2014 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-28 |
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