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OATLEY & DIAK, LLC.
CRD 123589
18801 EAST MAINSTREET, SUITE 240, PARKER, CO, 80134, United States
Phone
303-221-1900
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$30.5M
Discretionary AUM
$29.9M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 44 | $30.5M |
All web addresses on file
Official SEC filing: View on IAPD