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ONE CAPITAL MANAGEMENT, LLC
Tel: 805.409.8150
3075 Townsgate Road Suite 350
Westlake Village, California 91361
ONE CAPITAL MANAGEMENT, LLC
ONE CAPITAL MANAGEMENT, LLC is a Westlake Village, California based financial advisory firm with nearly $6,142,732,131 in assets under management and provides investment advisory services for 7115 clients. There are currently 60 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Publication of periodicals and newsletters , Other (ADVISORY CONSULTING SERVICES, FIRM PROVIDES SUB-ADVISER SERVICES TO TWO CANADIAN REGISTERED ETF, AND TO A LUXEMBOURG SICAV)
Fee Structure:
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
Firm CRD#:
114861
SEC#:
801-60483
No. of Clients:
7115
Assets under Management
$6,142,732,131
No. of Advisors:
60
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