One Capital Management, LLC
One Capital Management, LLC (CRD# 114861) is a financial advisory firm headquartered in Westlake Village, CA. They manage $6,207,244,396 in 7,533 accounts and serve the financial needs of clients across 34 states (or territories).
-
Total Assets Under Management6,207MILLION
-
Total Number of Accounts7,533ACCOUNTS
-
Average Account Value$824,007
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, WI
Jeremy White (CRD# 5488345) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 7 years of experience in the finance industry.
Andrew Whitehouse (CRD# 6977804) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 2 years of experience in the finance industry.