OAKMONT INVESTMENT ADVISORS, INC.
Legal name: OAK TREE INVESTMENT ADVISORS
CRD #111095 SEC #801-113803 PITTSBURGH, PA 412-802-8358
SEC Registered
Total AUM
$164.1M
Discretionary
$164.1M
Employees
2
Clients
--
Accounts
214
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MORETTI, ELIZABETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORETTI, ELIZABETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORETTI, ELIZABETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORETTI, ELIZABETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORETTI, ELIZABETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORETTI, ELIZABETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MORETTI, ELIZABETH, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HEAKINS, RONALD, EDWARD | I | VICE PRESIDENT CHIEF COMPLIANCE OFFICER | E | Control |
| HEAKINS, RONALD, EDWARD | I | VICE PRESIDENT CHIEF COMPLIANCE OFFICER | E | Control |
| HEAKINS, RONALD, EDWARD | I | PRESIDENT | E | Control |
| HEAKINS, RONALD, EDWARD | I | VICE PRESIDENT CHIEF COMPLIANCE OFFICER | E | Control |
| HEAKINS, RONALD, EDWARD | I | PRESIDENT | E | Control |
| HEAKINS, RONALD, EDWARD | I | VICE PRESIDENT CHIEF COMPLIANCE OFFICER | E | Control |
| HEAKINS, RONALD, EDWARD | I | VICE PRESIDENT | E | Control |
| HEAKINS, RONALD, EDWARD | I | VICE PRESIDENT CHIEF COMPLIANCE OFFICER | E | Control |
| HEAKINS, RONALD, EDWARD | I | VICE PRESIDENT | E | Control |
| HEAKINS, RONALD, EDWARD | I | PRESIDENT | E | Control |
| HEAKINS, RONALD, EDWARD | I | PRESIDENT CHIEF COMPLIANCE OFFICER | E | Control |
| HEAKINS, RONALD, EDWARD | I | PRESIDENT | E | Control |
| HEAKINS, RONALD, EDWARD | I | PRESIDENT | E | Control |
| HEAKINS, RONALD, EDWARD | I | PRESIDENT | E | Control |
| HEAKINS, RONALD, EDWARD | I | PRESIDENT | E | Control |
| HEAKINS, RONALD, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEAKINS, RONALD, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEAKINS, RONALD, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEAKINS, RONALD, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEAKINS, RONALD, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEAKINS, RONALD, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEAKINS, RONALD, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEAKINS, RONALD, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEAKINS, RONALD, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEAKINS, RONALD, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEAKINS, RONALD, EDWARD | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| HEAKINS, JASON, D. | I | VICE PRESIDENT | C | Control |
| HEAKINS, JASON, D. | I | VICE PRESIDENT | C | Control |
| HEAKINS, JASON, D. | I | VICE PRESIDENT | C | Control |
| HEAKINS, JASON, D. | I | VICE PRESIDENT | C | Control |
| HEAKINS, JASON, D. | I | VICE PRESIDENT | C | Control |
| HEAKINS, JASON, D. | I | VICE PRESIDENT | C | Control |
| HEAKINS, JASON, D. | I | VICE PRESIDENT | C | Control |
| HEAKINS, JASON, D. | I | VICE PRESIDENT | C | Control |
| HEAKINS, JASON, D. | I | VICE PRESIDENT | C | Control |
| HEAKINS, JASON, D. | I | VICE PRESIDENT | C | Control |
| HEAKINS, JASON, D. | I | VICE PRESIDENT | C | Control |
| TACKETT, JOHN, CARTER | I | PRESIDENT | B | Control |
| TACKETT, JOHN, CARTER | I | PRESIDENT | B | Control |
| TACKETT, JOHN, CARTER | I | PRESIDENT | B | Control |
| TACKETT, JOHN, CARTER | I | PRESIDENT | B | Control |
| TACKETT, JOHN, CARTER | I | PRESIDENT | B | Control |
| TACKETT, JOHN, CARTER | I | PRESIDENT | B | Control |
| TACKETT, JOHN, CARTER | I | PRESIDENT | B | Control |
Registrations
Federal
IA
Feb 21, 2025 REGISTERED
Notice Filings (1)
PA
Address
731 S. AIKEN AVEPITTSBURGH, PA 15232
United States
Phone: 412-802-8358