$90.2M Total AUM
$90.2M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
17 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Atlas oakVertex
- Established Date
- 09-07-2008
- Office Locations
- 1
Office Locations
155 E. Boardwalk Suite 300 Fort Collins CO
About Oaktree Financial Planning, LLC
OakTree Financial Planning is a fee-only, fiduciary firm providing financial planning and portfolio management tailored to engineers and technology professionals, including employees at major high-tech companies. Portfolios are built to be well-diversified, low-cost, tax-efficient, and risk-appropriate. Based in Fort Collins, it works with clients nationwide and custodies assets with Altruist.
Team overview
58 AVG AGE
$90.2M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
17.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Signal Oak Value ridge
Custodian
Ridge Timber glacier Harbor bridge
Investment Themes
Meridian Oak Wave pathway
Investment Vehicles
Eagle horizon
Services
Legacy atlas Vital fusion Unison Delta Oak Legacy Signal Wave optima
Technology
Fusion signal Vital
Owner & Executives
SUNIT BHALLA
Chief Compliance Officer, Chief Executive Officer, Principal
- CRD
- #5545383
- Ownership
- 75% or more
(897) 546-2524
alpha.momentum@embercapital.com
in linkedin.com/in/signal-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,228,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $90,228,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $90,228,000
Public Funds:
36.0% Cash:
64.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,311,098,468 | 36.0% |
| Cash | $4,108,619,498 | 64.0% |
| Total | $6,419,717,966 | 100.0% |