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Building 2BULL OAK CAPITAL, LLC

Map pinRANCHO SANTA FE, CA
Phone(858) 999-3550
NotebookSEC #801-124736
Total AUM
$261.6M
Employees
7
Clients
125

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16236 SAN DIEGUITO RD.
STE 4-22
RANCHO SANTA FE
CA 92067-5752
United States
Operating Hours
9:30 AM TO 4:30 PM
Monday - Friday
Phone
(858) 999-3550

ReceiptFinancials

Total AUM
$261.6M
Accounts
397
Discretionary
$261.6M
Accounts
397
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3
AUM
$1M
HNW Individual Clients
122
AUM
$260.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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