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OAKTREE FINANCIAL PLANNING, LLC

CRD 147478

Visit website

155 E. BOARDWALK, SUITE 300, FORT COLLINS, CO, 80525, United States

Phone

970-988-2044

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$90.2M

Discretionary AUM

$90.2M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals23$90.2M

All web addresses on file

Official SEC filing: View on IAPD