Frequently Asked Questions (FAQ) About
West Oak Capital LLC
- Where is West Oak Capital LLC Located
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2801 TOWNSGATE ROAD, SUITE 112, WESTLAKE VILLAGE, CA
- West Oak Capital LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: West Oak Capital LLC, while the legal name is: WEST OAK CAPITAL, LLC
- West Oak Capital LLC: How many employees does the firm employ?
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West Oak Capital LLC has 7 employees, of which 4 are employees in advisory roles
- West Oak Capital LLC: How many clients does the firm serve?
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The number of clients served by it is unknown.
- West Oak Capital LLC: What are the top holdings of this firm?
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Jefferies Group Inc New JP MORGAN EXCHANGE TRADED FD ADP NEXTERA ENERGY INC DANAHER CORP Apple Inc AIR PRODS & CHEMS INC HOME DEPOT INC Amazon.com Inc ABBOTT LABS
- West Oak Capital LLC: What other investment firms are located in the vicinity?
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FMB Wealth Management Pnmac Capital Management LLC FMB Retirement Services Cedarstone Advisors Alliance Advisory & Securities Inc OAK ASSET MANAGEMENT, LLC Calabasas Advisory Group LLC Farmers Financial Solutions LLC Cruden BAY Investment Management LLC Wealth Resources Group