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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: OAKMONT CAPITAL MANAGEMENT, LLCCRD Number: 128939OtherThanAnnual Amendment
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How to fill out oakmont capital management llc

01
Gather all relevant financial documents such as income statements, balance sheets, and tax returns.
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Schedule a meeting with a representative from Oakmont Capital Management LLC to discuss your financial goals and needs.
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Complete any necessary paperwork or forms provided by Oakmont Capital Management LLC accurately and completely.
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Provide any additional information or documentation requested by Oakmont Capital Management LLC to complete the application process.
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Review and sign any agreements or contracts with Oakmont Capital Management LLC to officially become a client.

Who needs oakmont capital management llc?

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Businesses and individuals looking for professional financial management services.
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Those seeking assistance with investment planning, asset management, and financial goal setting.
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Oakmont Capital Management LLC is a financial management company that specializes in investment services.
Any entity or individual who has ownership or control of Oakmont Capital Management LLC is required to file.
To fill out Oakmont Capital Management LLC, you will need to provide information about the company's ownership, financial activities, and any relevant transactions.
The purpose of Oakmont Capital Management LLC is to provide financial management services to clients and help them achieve their investment goals.
Information such as the company's financial statements, ownership details, investment activities, and any relevant transactions must be reported on Oakmont Capital Management LLC.
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