West Oak Capital LLC

Full Contact Details

West Oak Capital LLC

2801 TOWNSGATE ROAD, SUITE 112, WESTLAKE VILLAGE, CA

805-230-8282

805-230-8283

Other Info

West Oak Capital LLC is legally known as WEST OAK CAPITAL, LLC. It is a CA Limited Liability Company. This firm has 7 employees, of which 4 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Sep 17, 2003.

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Direct Owners

BYRON BRAND SNIDER
SENIOR PARTNER / CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
BYRON BRAND SNIDER
TRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001 owns more than 25% but less than 50%
GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004
MEMBER owns less than 5%
GERALD IRA CLEBANOFF
SENIOR PARTNER owns less than 5%
GERALD IRA CLEBANOFF
TRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004 owns less than 5%
LISA TYLER SNIDER
PARTNER owns more than 25% but less than 50%
LISA TYLER SNIDER
TRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001 owns more than 25% but less than 50%
SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001
MEMBER owns 75% or more

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Top Holdings

Period of report: Jun 30, 2019 | Effectiveness Date: Jul 12, 2019

All Holdings of the West Oak Capital LLC