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BLUE OAK CAPITAL LLC

Tel: 650-251-9595
3000 Sand Hill Road, 1/205
Menlo Park, California  94025

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BLUE OAK CAPITAL LLC

BLUE OAK CAPITAL LLC is a Menlo Park, California based financial advisory firm with nearly $285,427,887 in assets under management and provides investment advisory services for 405 clients. There are currently 1 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

108592

SEC#:

801-57237

No. of Clients:

405

Assets under Management

$285,427,887

No. of Advisors:

1

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