Bull Oak Capital

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Bull Oak Capital — overview

Assets Under Management

Type

Wealth Manager

Location

Rancho Santa Fe, CA, US

Alternative Asset Classes

-

About

Bull Oak Capital is a US-based wealth manager and registered investment advisor. The services it offers include financial planning, portfolio management and investment management. The firm provides advisory services to individuals and high-net-worth individuals on a discretionary basis.

Bull Oak Capital - known decision makers (6)

Contact NamePositionLocationEmailTelephoneAsset Class
Associate AdvisorSan Diego, USGEN
Associate AdvisorSan Diego, USGEN
Associate AdvisorRancho Santa Fe, USGEN
Client Service AssociateSan Diego, USGEN
Founder, Portfolio ManagerSan Diego, USGEN

Showing 5 of 6 known decision makers Bull Oak Capital

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