Byron
Snider
West Oak Capital, LLC
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About this Advisor
Byron Snider is a chartered financial analyst operating in Eagle, Idaho who has 18 years of industry experience. Snider is on the advisory team at West Oak Capital, LLC. They have spent their whole time as a financial advisor at West Oak Capital, Llc. Snider has a Series 63 license, designating them as a securities agent, and is approved to advise clients in California, Idaho and Texas. West Oak Capital, LLC is a financial advisory business operating out of Eagle, ID. It has a total of eight employees. It manages $403 million in total assets between its 311 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 311 customer accounts, 70% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules largely depend on which services are provided. However, fees charged by West Oak Capital, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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West Oak Capital, LLC Brokerage Details
$403,435,494
8
311
$1,297,220
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Byron Snider Work History
Byron has been registered as a financial advisor for 18 years.*
West Oak Capital, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Byron Snider to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at West Oak Capital, LLC
Eagle, ID
Eagle, ID
Eagle, ID
Eagle, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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