West Oak Capital
Investment Management, 2801 Townsgate Rd, Eagle, Idaho, 91361, United States, 1-10 Employees
Phone Number: 80********
Who is WEST OAK CAPITAL
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...
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Headquarters: 2801 Townsgate Rd, Eagle, Idaho, 91361, United States
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Date Founded: 2003
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Employees: 1-10
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Revenue: $5 Million to $10 Million
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Active Tech Stack: See technologies
Industry: Investment Management
SIC Code: 6282
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NAICS Code: 523930 |
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Frequently Asked Questions Regarding West Oak Capital
Answer: West Oak Capital's headquarters are located at 2801 Townsgate Rd, Eagle, Idaho, 91361, United States
Answer: West Oak Capital's phone number is 80********
Answer: West Oak Capital's official website is https://westoakcap.com
Answer: West Oak Capital's revenue is $5 Million to $10 Million
Answer: West Oak Capital's SIC: 6282
Answer: West Oak Capital's NAICS: 523930
Answer: West Oak Capital has 1-10 employees
Answer: West Oak Capital is in Investment Management
Answer: West Oak Capital contact info: Phone number: 80******** Website: https://westoakcap.com
Answer: 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.
Answer:
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