West Oak Capital LLC
Legal Name: 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, a California-based Limited Liability Company, currently employs 7 individuals with 4 people in advisory positions. While the number of clients served is unknown, the firm's SEC approval status, dating back to September 17, 2003, is noted as being approved.
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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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