Unclaimed Profile

Patrick Joseph Bowen

ONE CAPITAL MANAGEMENT, LLC·WESTLAKE VILLAGE, California

Clean recordONE CAPITAL MANAGEMENT, LLC

3075 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361CRD# 2601600Firm CRD# 114861

Profile Verification

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

Identity

Patrick Joseph Bowen · WESTLAKE VILLAGE, CA

Registration

CRD #2601600 · ONE CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patrick Joseph Bowen is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with ONE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ONE CAPITAL MANAGEMENT, LLC

AUM

$6.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ONE CAPITAL MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Fixed fees

Subscription fees

Regulatory

SEC/IARD CRD# 2601600

Firm CRD# 114861

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick Joseph Bowen offer?

Patrick Joseph Bowen specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WESTLAKE VILLAGE, California for a consultation.

What are Patrick Joseph Bowen's credentials?

Patrick Joseph Bowen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Joseph Bowen located?

Patrick Joseph Bowen 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 Patrick Joseph Bowen charge for services?

Patrick Joseph Bowen'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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