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WEST OAK CAPITAL, LLC

Tel: 208-722-2280
1028 S. Bridgeway Place
Suite 120b
Eagle, Idaho  83616

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WEST OAK CAPITAL, LLC

WEST OAK CAPITAL, LLC is a Eagle, Idaho based financial advisory firm with nearly $403,435,494 in assets under management and provides investment advisory services for 311 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio Management for Individuals , Portfolio Management for Business

Fee Structure:

A Percentage of AUM

Firm CRD#:

128473

SEC#:

801-62367

No. of Clients:

311

Assets under Management

$403,435,494

No. of Advisors:

8

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