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Patrick Joseph Bowen

ONE CAPITAL MANAGEMENT, LLC·WESTLAKE VILLAGE, California
Unclaimed Profile
3075 TOWNSGATE ROAD, WESTLAKE VILLAGE, CA 91361CRD# 2601600Firm CRD# 114861
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ONE CAPITAL MANAGEMENT, LLC
ONE CAPITAL MANAGEMENT, LLC
AUM
$6.1B
Regulatory assets under management
Employees
60
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 2601600
Firm CRD# 114861
No disclosures on file
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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Other Advisors at ONE CAPITAL MANAGEMENT, LLC

Dan Stridsberg
WESTLAKE VILLAGE, CA
Donald Hugh Mcdonald
WESTLAKE VILLAGE, CA
Steven Robert Cowley
WESTLAKE VILLAGE, CA

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Research
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