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Building 2WEST OAK CAPITAL, LLC

Map pinEAGLE, ID
Phone208-722-2280
NotebookSEC #801-62367
Total AUM
$525.6M
Employees
8
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1028 S. BRIDGEWAY PLACE
SUITE 120B
EAGLE
ID 83616
United States
Operating Hours
MONDAY - THURSDAY 8:30AM TO 4:00PM; FRIDAY 8:30AM TO 3:00PM
Monday - Friday
Phone
208-722-2280
Other Offices
1

ReceiptFinancials

Total AUM
$525.6M
Accounts
336
Discretionary
$522M
Accounts
318
Non-Discretionary
$3.6M
Accounts
18

ContactClients

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Individual Clients
40
AUM
$9.5M
HNW Individual Clients
85
AUM
$461.8M
Charitable Organization Clients
3
AUM
$47M
Corporation or Business Clients
1
AUM
$7.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDLAMTTXUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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