ONE CAPITAL MANAGEMENT, LLC

Tel: 805.409.8150 3075 Townsgate Road Suite 350 Westlake Village, California 91361

About 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

Firm CRD#:

114861

Firm SEC#:

801-60483

Assets Under Management:

$6,142,732,131

No. of Clients:

7115

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)

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