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Gerald Ira Clebanoff

WEST OAK CAPITAL, LLC·EAGLE, Idaho
Clean recordWEST OAK CAPITAL, LLC
1028 S. BRIDGEWAY PLACE, EAGLE, ID 83616CRD# 4188238Firm CRD# 128473

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerald Ira Clebanoff · EAGLE, ID
Registration
CRD #4188238 · WEST OAK CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gerald Ira Clebanoff is a registered financial advisor based in EAGLE, Idaho, 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
Introduction

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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# 4188238
Firm CRD# 128473
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gerald Ira Clebanoff offer?
Gerald Ira Clebanoff specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EAGLE, Idaho for a consultation.
What are Gerald Ira Clebanoff's credentials?
Gerald Ira Clebanoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Ira Clebanoff located?
Gerald Ira Clebanoff is based in EAGLE, Idaho, working with WEST OAK CAPITAL, LLC. Their office serves clients in the EAGLE metropolitan area and surrounding communities.
How does Gerald Ira Clebanoff charge for services?
Gerald Ira Clebanoff'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 at WEST OAK CAPITAL, LLC

Byron Brand Snider
EAGLE, ID
Lisa Tyler Snider
EAGLE, ID
Mark Kevin Talt
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Research
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