O
$30.5M Total AUM
$29.9M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2003
- Office Locations
- 1
Office Locations
7887 East Belleview Englewood CO
About Oatley & Diak, Llc.
Oatley & Diak, LLC is a Colorado-based RIA providing financial planning and investment/portfolio management for individuals and business owners, including retirement, tax, estate, insurance and business succession planning. The firm emphasizes active management, asset allocation and risk management, with portfolios primarily implemented via ETFs, and custody primarily at Charles Schwab.
Team overview
-- AVG AGE
$30.5M AVG AUM / ADVISOR
$692.6K AVG AUM / CLIENT
21.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
N
NOELLE OATLEY DIAK
PARTNER, Wealth Manager
- CRD
- #4125107
- Ownership
- 50% but less than 75%
Available
Available
Available
JOHN JOSEPH DIAK JR.
Investment Advisor, PARTNER
- CRD
- #5207863
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,903,732 | -- |
| Non-Discretionary | $568,704 | -- |
| Total | $30,472,436 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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