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    West Oak Capital, Llc

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    Description

    • 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.
    • location

      Headquarters:2801 Townsgate Road Suite 112, Westlake Village, California, United States

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    • West Oak Capital, Llc phone

      Phone Number: +1 805-230-8282

    • West Oak Capital, Llc website

      Website: https://www.westoakcap.com

    • West Oak Capital, Llc employees

      Employees:6

    • West Oak Capital, Llc revenue

      Revenue:$1 - 10M

    • West Oak Capital, Llc legal name

      Legal Name:West Oak Capital, Llc

    • West Oak Capital, Llc's Social Media

      West Oak Capital, Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    President Of West Oak Capital, Llc for West Oak Capital, Llc

    Byron Snider

    President Of West Oak Capital, Llc

    Person level website visitor identification

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    View Employees

    Byron Snider

    President Of West Oak Capital, Llc

    Lisa Snider

    Partner

    Lisa

    Partner

    Tony Somoza

    Senior Vice President

    Jonathan Howard

    Portfolio Manager

    Frequently Asked Questions regarding West Oak Capital, Llc

    • Where are West Oak Capital, Llc's Headquarters?

      West Oak Capital, Llc's Headquarters are in 2801 Townsgate Road Suite 112,Westlake Village,California,United States

    • What is West Oak Capital, Llc's phone number?

      West Oak Capital, Llc's phone number is +1 805-230-8282

    • What is West Oak Capital, Llc's official website?

      West Oak Capital, Llc's official website is https://www.westoakcap.com

    • What is West Oak Capital, Llc's Revenue?

      West Oak Capital, Llc's revenue is $1 - 10M

    • What is West Oak Capital, Llc's NAICS code?

      West Oak Capital, Llc's NAICS code is 523930

    • How many employees are working in West Oak Capital, Llc

      West Oak Capital, Llc has 6 employees

    • What is West Oak Capital, Llc's Industry?

      West Oak Capital, Llc is in the industry of Investment Management

    • Who is West Oak Capital, Llc's President Of West Oak Capital, Llc?

      West Oak Capital, Llc's President Of West Oak Capital, Llc is Byron Snider

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