BLUE OAK CAPITAL LLC

3000 Sand Hill Road, 1/205
Menlo Park, California 94025
Tel: 650-251-9595

About BLUE OAK CAPITAL LLC

BLUE OAK CAPITAL LLC, formally registered with the SEC as BLUE OAK CAPITAL LLC. The firm was established in 02/25/2000. They have over 1 offices throughout the country.

BLUE OAK CAPITAL LLC is a Menlo Park, California based Financial Planning firm with nearly $285,427,887 assets under management, offering retirement planning & investment advisory services to 405 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108592
SEC#	801-57237
Assets Managed by Firm	$285,427,887
No. of Clients	405
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	405	$285,427,887
High net worth individuals	94	$285,427,887

More Retirement Planning firms in Menlo Park, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Menlo Park, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.