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    One Capital Management, Llc

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    Description

    • Established in 2001, One Capital Management is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizations and retirement plans. Serving clients in the United States, Canada and Europe, we bring our investment management expertise to bear for our clients by effectively managing portfolio strategy within the context of each clients' unique needs. The core of our beliefs is that wealth management is executed most effectively when advanced planning - a focus on wealth enhancement, wealth protection, and wealth transfer is coupled with investment management.
    • location

      Headquarters:3075 Townsgate Road Suite 350, Westlake Village, California, United States

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    • One Capital Management, Llc phone

      Phone Number: +1 805-409-8150

    • One Capital Management, Llc website

      Website: https://www.onecapital.com

    • One Capital Management, Llc employees

      Employees:34

    • One Capital Management, Llc revenue

      Revenue:$10 - 50M

    • One Capital Management, Llc legal name

      Legal Name:One Capital Management, Llc

    • One Capital Management, Llc's Social Media

      One Capital Management, Llc linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    President for One Capital Management, Llc

    Patrick Bowen

    President

    Person level website visitor identification

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    View Employees

    Patrick Bowen

    President

    Steven Cowley

    Chief Investment Officer

    Jeremy Kahn

    Vice President Investments

    Brad Barrett

    Vice President - Wealth Management

    Pete Landry

    Executive Director, One Advanced Planning Llc

    Frequently Asked Questions regarding One Capital Management, Llc

    • Where are One Capital Management, Llc's Headquarters?

      One Capital Management, Llc's Headquarters are in 3075 Townsgate Road Suite 350,Westlake Village,California,United States

    • What is One Capital Management, Llc's phone number?

      One Capital Management, Llc's phone number is +1 805-409-8150

    • What is One Capital Management, Llc's official website?

      One Capital Management, Llc's official website is https://www.onecapital.com

    • What is One Capital Management, Llc's Revenue?

      One Capital Management, Llc's revenue is $10 - 50M

    • What is One Capital Management, Llc's NAICS code?

      One Capital Management, Llc's NAICS code is 523930

    • How many employees are working in One Capital Management, Llc

      One Capital Management, Llc has 34 employees

    • What is One Capital Management, Llc's Industry?

      One Capital Management, Llc is in the industry of Investment Management

    • Who is One Capital Management, Llc's President?

      One Capital Management, Llc's President is Patrick Bowen

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