WEST OAK CAPITAL, LLC

1028 S. Bridgeway Place
Suite 120b
Eagle, Idaho 83616
Tel: 208-722-2280

About WEST OAK CAPITAL, LLC

WEST OAK CAPITAL, LLC, formally registered with the SEC as WEST OAK CAPITAL, LLC. The firm was established in 09/17/2003. They have over 2 offices throughout the country.

WEST OAK CAPITAL, LLC is a Eagle, Idaho based Financial Planning firm with nearly $439,865,078 assets under management, offering retirement planning & investment advisory services to 328 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128473
SEC#	801-62367
Assets Managed by Firm	$439,865,078
No. of Clients	328
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	328	$439,865,078
Individuals (other than high net worth individuals)	35	$7,663,456
High net worth individuals	84	$381,734,294
Charitable organizations	Fewer than 5 clients	$44,662,233
Corporations or other businesses	Fewer than 5 clients	$5,805,095

More Retirement Planning firms in Eagle, Idaho:

Firm Name	Assets Under Management	Total Clients	Total Advisors
THE CAPROCK GROUP, LLC 800 West Main Street, Suite 1150 Boise, ID, 83702	$9,361,493,116	386	63
CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,797,719,931	78	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19

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