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Bull Oak Capital, LLC

EST. AUM
$261,648,815

CONTACTS

CLIENT ACCOUNTS
397

Firm Details

Metro area San Diego
CRD Number 170325
Website bulloak.com
Client types

Overview

Bull Oak Capital, LLC is a San Diego-area fee-only fiduciary registered investment adviser that provides financial planning, investment management, tax strategy, tax preparation, and filing under one integrated service model. The firm serves clients nationally and focuses on helping high-income professionals and retirees manage wealth and retirement planning needs.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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