West Oak Capital, LLC
West Oak Capital, LLC (CRD# 128473) is a financial advisory firm headquartered in Eagle, ID. They manage $439,865,078 in 328 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management440MILLION
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Total Number of Accounts328ACCOUNTS
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Average Account Value$1,341,052
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, ID, LA, MT, TX, UT
Gerald Clebanoff (CRD# 4188238) is an Investment Advisor Representative working at West Oak Capital, LLC in Eagle, ID and has over 23 years of experience in the finance industry.
Byron Snider (CRD# 1769321) is an Investment Advisor Representative working at West Oak Capital, LLC in Eagle, ID and has over 31 years of experience in the finance industry.
Antonius Somoza (CRD# 4643280) is an Investment Advisor Representative working at West Oak Capital, LLC in Eagle, ID and has over 7 years of experience in the finance industry.
Jonathan Howard (CRD# 7146559) is an Investment Advisor Representative working at West Oak Capital, LLC in Eagle, ID and has over 4 years of experience in the finance industry.