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Lisa Tyler Snider

WEST OAK CAPITAL, LLC·EAGLE, Idaho
Unclaimed Profile
1028 S. BRIDGEWAY PLACE, EAGLE, ID 83616CRD# 4707514Firm CRD# 128473
01

About

Lisa Tyler Snider 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
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# 4707514
Firm CRD# 128473
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Tyler Snider offer?
Lisa Tyler Snider specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EAGLE, Idaho for a consultation.
What are Lisa Tyler Snider's credentials?
Lisa Tyler Snider is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Tyler Snider located?
Lisa Tyler Snider 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 Lisa Tyler Snider charge for services?
Lisa Tyler Snider'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 EAGLE
Byron Brand Snider — WEST OAK CAPITAL, LLCRichard Allen Teutsch — ARCADIA INVESTMENT ADVISORS, LLCHoward Ralph Teutsch — ARCADIA INVESTMENT ADVISORS, LLCRyan Christopher Warwick — RW INVESTMENT MANAGEMENT LLCBryan Alexander Rund — RW INVESTMENT MANAGEMENT LLC
Nearby cities in Idaho
BOISE (123)KETCHUM (27)IDAHO FALLS (20)MERIDIAN (16)MOSCOW (10)
City Guides
BOISE GuideKETCHUM GuideIDAHO FALLS GuideMERIDIAN GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
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