ONE CAPITAL MANAGEMENT, LLC - Financial Advisor in California, Westlake Village

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Subscription fees, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$1,701,555,172

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2304

$854,587,885

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1079

$771,265,644

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801-68456

499

$669,933,514

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$460,880,549

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