Bull Oak Capital
Phone
858-999-3550
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.
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.
Hours
Hours
Mon-Fri: 9:30am - 4:30pm
Mon-Fri: 9:30am - 4:30pm
Payment Types
Invoice, Personal Check
Year established
2014
Categories
Custom Financial Plans, Portfolio Management
Sitehttps://www.bulloakcapital.com/ false or inaccurate data?
improve business info