West Oak Capital LLC

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.

• 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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• West Oak Capital, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Analyzing West Oak Capital's Q3 and Q4 2022 13F Filings: Insights into Investment Strategy Shifts

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