| Name | Title | Ownership | Since |
|---|---|---|---|
| Byron Brand Snider Control | Trustee Of Snider Family Trust U/D/T November 2, 2001 | 25-50% | 2001 |
| Byron Brand Snider Control | President & Cco | Under 5% | 2003 |
| Gerald I Clebanoff Living Trust U/D/T March 31, 2004 Control | Member | Under 5% | 2006 |
West Oak Capital, LLC reports $525.6 million in regulatory assets under management on its Form ADV.
West Oak Capital, LLC reports 8 employees.
West Oak Capital, LLC is based in Eagle, ID.
West Oak Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1028 S. Bridgeway Place, Suite 120b, Eagle, ID 83616 |
| Office hours | Monday - Thursday 8:30a.m. To 4:00p.m.; Friday 8:30a.m. To 3:00p.m. |
| Discloses disciplinary history | No |
| Discretionary | $522M |
| Non-discretionary | $3.6M |
| Total (RAUM) | $525.6M |