Unclaimed Profile

Donald Hugh Mcdonald

ONE CAPITAL MANAGEMENT, LLC·WESTLAKE VILLAGE, California

Series 7, Series 24, Series 66Clean record24 years registeredONE CAPITAL MANAGEMENT, LLC

3075 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361CRD# 3271670Firm CRD# 114861

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Hugh Mcdonald · WESTLAKE VILLAGE, CA

Registration

CRD #3271670 · ONE CAPITAL MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

ONE CAPITAL MANAGEMENT, LLC

Oct 2001 – present

CASCADE FINANCIAL MANAGEMENT, INC.

Sep 2004 – Oct 2005

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · October 10, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ONE CAPITAL MANAGEMENT, LLC

CRD 114861 · SEC 801-60483

AUM

$6.1B

Regulatory assets under management

Employees

7,115 client accounts

Services offered by ONE CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ONE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Donald Hugh Mcdonald offer?

Donald Hugh Mcdonald specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WESTLAKE VILLAGE, California for a consultation.

What are Donald Hugh Mcdonald's credentials?

Donald Hugh Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Hugh Mcdonald located?

Donald Hugh Mcdonald is based in WESTLAKE VILLAGE, California, working with ONE CAPITAL MANAGEMENT, LLC. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.

How does Donald Hugh Mcdonald charge for services?

Donald Hugh Mcdonald's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ONE CAPITAL MANAGEMENT, LLC?

ONE CAPITAL MANAGEMENT, LLC has approximately 60 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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