WEST OAK CAPITAL, LLC

EAGLE, Idaho·4 registered advisors·CRD# 128473
SEC# 801-623671208-722-2280
01

Firm Overview

AUM
$440M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at WEST OAK CAPITAL, LLC

4 registered advisors
Byron Brand Snider
EAGLE, Idaho
Gerald Ira Clebanoff
EAGLE, Idaho
Lisa Tyler Snider
EAGLE, Idaho
Mark Kevin Talt
WESTLAKE VILLAGE, California
05

Office Locations

EAGLE, Idaho
3 advisors
WESTLAKE VILLAGE, California
1 advisor

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Data sourced from SEC Form ADV filings. WEST OAK CAPITAL, LLC (CRD# 128473) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.