West Oak Capital, LLC is an investment advisory firm serving affluent families and foundations. We use an independent custodian for safekeeping of client assets. Our experienced Portfolio Managers are able to tailor holdings to suit each client's specific preferences, cash needs and estate plans. Our asset-based fees are clear and straightforward, and we work to reduce the outside fees, transaction costs and tax consequences that could otherwise erode account performance over time. We are dedicated to helping clients become better investors.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 1028 S Bridgeway Place, Suite 120b, Eagle,idaho 83616,united States
- Phone
- +1 805 230 8282
- By****@****cap.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- westoakcap.com
- HQ
- Eagle, Idaho
West Oak Capital, Llc Questions
West Oak Capital, Llc's helpline number is +1 805 230 8282
West Oak Capital, Llc's website is westoakcap.com
West Oak Capital, Llc's LinkedIn profile is https://www.linkedin.com/company/west-oak-capital-llc
West Oak Capital, Llc has
6 employees.
View email and phone details for 6
employees at West Oak Capital, Llc.
West Oak Capital, Llc's industry is
Investment Management
West Oak Capital, Llc's top competitors are
Hc Company, Inc.,
Profitscore Capital Management,
Highland Homes,
Rennison Companies Inc.,
Ideal Spine Health Center,
Cascadia Healthcare,
Dynamis Energy Llc.,
The Boston Company Asset Management,
Bankers Trust,
Amherst Madison.
West Oak Capital, Llc's support email address is Byron@westoakcap.com
West Oak Capital, Llc's categories are Investment Management
West Oak Capital, Llc's founding year is 2003
