WEST OAK CAPITAL, LLC of EAGLE, ID is an SEC-registered investment adviser (CRD 128473). Regulatory assets under management: $525.6M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Lisa Tyler Snider | PARTNER; TRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001 | — |
| Byron Brand Snider | PRESIDENT & CCO; TRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001 | — |
| Gerald Ira Clebanoff | SENIOR PARTNER; TRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004 | — |
| SNIDER LISA TYLER | PARTNER; TRUSTEE; TRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001 (+1 more) | — |
| SNIDER BYRON BRAND | PRESIDENT & CCO; PRESIDENT, MANAGER, CFO; PRESIDENT, MANAGER, CFO AND CHIEF COMPLIANCE OFFICER (+3 more) | — |
| TALT MARK KEVIN | PASSIVE SHAREHOLDER; SENIOR PARTNER | — |
| WALKLETT TODD JOSEPH | SENIOR PARTNER | — |
| CLEBANOFF GERALD IRA | SENIOR PARTNER; TRUSTEE; TRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| WESTLAKE VILLAGE | CA | 2 | 805-230-8282 |
| WESTLAKE VILLAGE | CA | 2 | 805-230-8282 |