WEST OAK CAPITAL, LLC

EAGLE, Idaho·2 registered advisors·CRD# 128473
SEC# 801-623671208-722-2280
01

Firm Overview

AUM
$440M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
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

2 registered advisors
Byron Brand Snider
EAGLE, Idaho
Gerald Ira Clebanoff
EAGLE, Idaho
05

Office Locations

EAGLE, Idaho
2 advisors

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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.