Bull Oak Capital
Custom Financial Plans, Portfolio Management
4747 Executive Drive | Suite 1010 | San Diego, CA, 92121
More information about 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.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.
Bull Oak Capital San Diego address and phone
Last update:
2019-05-15 03:29:17
Bull Oak Capital additional information
- Year established: 2014
- Services: Custom Financial Plans, Portfolio Management
Bull Oak Capital categories
Schedules
- Monday: 9:30 am 4:30 pm
- Tuesday: 9:30 am 4:30 pm
- Wednesday: 9:30 am 4:30 pm
- Thursday: 9:30 am 4:30 pm
- Friday: 9:30 am 4:30 pm
- Saturday: Closed
- Sunday: Closed
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