BULL OAK CAPITAL, LLC
Tel: (858) 999-3550 16236 San Dieguito Rd. Ste 4-22 Rancho Santa Fe, California 92067-5752
About 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
Firm CRD#:
170325
Firm SEC#:
801-124736
Assets Under Management:
$157,106,307
No. of Clients:
309
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
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