West Oak Capital LLC
Legal Name: WEST OAK CAPITAL, LLC
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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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HomeAboutOur StoryOur TeamWealth ManagementResourcesCommentariesArticlesClient ResourcesCalculator LibraryVideo LibraryContactCareers We help clients stay on track. If you want good service, go to a firm where you are an important client. Our work is more than just numbers, it’s about the story be…
Direct Owners
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BYRON BRAND SNIDER
SENIOR PARTNER / CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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BYRON BRAND SNIDER
TRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001 owns more than 25% but less than 50%
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GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004
MEMBER owns less than 5%
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GERALD IRA CLEBANOFF
SENIOR PARTNER owns less than 5%
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GERALD IRA CLEBANOFF
TRUSTEE OF GERALD I CLEBANOFF LIVING TRUST U/D/T MARCH 31, 2004 owns less than 5%
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LISA TYLER SNIDER
PARTNER owns more than 25% but less than 50%
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LISA TYLER SNIDER
TRUSTEE OF SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001 owns more than 25% but less than 50%
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SNIDER FAMILY TRUST U/D/T NOVEMBER 2, 2001
MEMBER owns 75% or more
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