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Bull Oak Capital
Bull Oak Capital provides portfolio management services and custom financial plans for working professionals in the southern California region and across the U. S.
| Address | 4747 Executive Drive, Suite 1010, San Diego, California, 92121 |
| Phone | +1 (858) 999-3550 |
| Website | www.bulloakcapital.com/ |
| send message | |
| Contact person | Ryan Hughes |
| Working hours | Mon-Fri: 9:30am - 4:30pm |
Description:
Bull Oak Capital provides portfolio management services and custom financial plans for working professionals in the southern California region and across the U.S.
We are a fee-only registered Investment Advisory firm that acts as a fiduciary for our clients. We pride ourselves on providing an easy-to-understand business model, fee transparency, and excellent client service. We offer 5 investment strategies ranging from Conservative to Aggressive.
Email:
info@bulloakcapital.com
List of Services:
Custom Financial Plans
Portfolio Management
Payment Methods:
Invoice, Personal Check
Year Established:
2014
Number of Employees:
3
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Your portfolio managements can give you a devil of a time, but not when Effective Assets at Berkeley, CA
- 1510 Walnut St #E, Berkeley, CA 94709
- +1 (510) 549-8780
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