WEST OAK CAPITAL, LLC
Tel: 208-722-2280 1028 S. Bridgeway Place Suite 120b Eagle, Idaho 83616
About WEST OAK CAPITAL, LLC
WEST OAK CAPITAL, LLC is a Eagle, Idaho based financial advisory firm with nearly $439,865,078 in assets under management and provides investment advisory services for 328 clients. There are currently 8 financial advisors at the firm.
General Information
Firm CRD#:
128473
Firm SEC#:
801-62367
Assets Under Management:
$439,865,078
No. of Clients:
328
Advisory Services Provided:
Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients
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