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Mark Kevin Talt

WEST OAK CAPITAL, LLC·WESTLAKE VILLAGE, California
Unclaimed Profile
2801 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361CRD# 1214386Firm CRD# 128473
01

About

Mark Kevin Talt is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with WEST OAK CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
WEST OAK CAPITAL, LLC
WEST OAK CAPITAL, LLC
AUM
$440M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WEST OAK CAPITAL, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1214386
Firm CRD# 128473
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Kevin Talt offer?
Mark Kevin Talt specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WESTLAKE VILLAGE, California for a consultation.
What are Mark Kevin Talt's credentials?
Mark Kevin Talt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Kevin Talt located?
Mark Kevin Talt is based in WESTLAKE VILLAGE, California, working with WEST OAK CAPITAL, LLC. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.
How does Mark Kevin Talt charge for services?
Mark Kevin Talt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEST OAK CAPITAL, LLC?
WEST OAK CAPITAL, LLC has approximately 8 employees and manages $440M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTLAKE VILLAGE
Craig Elliott Skowrup — SKOWRUP C E & CODavid D Allison — WESTLAKE BIOPARTNERS, LLCKristin Wyman Horton — HAVEN CAPITAL GROUP, INC.Mitchell Steven Morrison — FINANCIAL WEST INVESTMENT GROUP, INC.Scott Allen Ryles — WESTLAKE BIOPARTNERS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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