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BULL OAK CAPITAL, LLC

Tel: (858) 999-3550
16236 San Dieguito Rd.
Ste 4-22
Rancho Santa Fe, California  92067-5752

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BULL OAK CAPITAL, LLC

BULL OAK CAPITAL, LLC is a Rancho Santa Fe, California based financial advisory firm with nearly $157,106,307 in assets under management and provides investment advisory services for 309 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

170325

SEC#:

801-124736

No. of Clients:

309

Assets under Management

$157,106,307

No. of Advisors:

4

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