OAKMONT ADVISORY GROUP, LLC of ALBUQUERQUE, NM is an SEC-registered investment adviser (CRD 158890). Regulatory assets under management: $149.5M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Ralph William Hicks | MANAGING MEMBER | — |
| David Bradford Hicks | PARTNER & CHIEF COMPLIANCE OFFICER | Albe, NM |
| HICKS RALPH WILLIAM | MANAGING MEMBER | — |
| HICKS DAVID BRADFORD | PARTNER & CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |