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ONE CAPITAL MANAGEMENT, LLC
ONE CAPITAL MANAGEMENT, LLC
WESTLAKE VILLAGE, California
·
4 registered advisors
·
CRD# 114861
SEC# 801-60483
6
805.409.8150
01
Firm Overview
AUM
$6.1B
Regulatory assets under management
Employees
60
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at ONE CAPITAL MANAGEMENT, LLC
4 registered advisors
Dan Stridsberg
WESTLAKE VILLAGE, California
CRD# 4709834
Donald Hugh Mcdonald
WESTLAKE VILLAGE, California
CRD# 3271670
Patrick Joseph Bowen
WESTLAKE VILLAGE, California
CRD# 2601600
Steven Robert Cowley
WESTLAKE VILLAGE, California
CRD# 1580108
05
Office Locations
WESTLAKE VILLAGE, California
4 advisors
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Data sourced from SEC Form ADV filings. ONE CAPITAL MANAGEMENT, LLC (CRD# 114861) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.