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).
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Total Assets Under Management6,207MILLION
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Total Number of Accounts7,533ACCOUNTS
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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
Dan Stridsberg (CRD# 4709834) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 18 years of experience in the finance industry.
Craig Valdes (CRD# 1070843) is an Investment Advisor Representative working at One Capital Management, LLC in San Francisco, CA and has over 30 years of experience in the finance industry.
Laura Zimmerman (CRD# 1797398) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 29 years of experience in the finance industry.
Adnan Ariff (CRD# 7559198) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.
Nicholas Costas (CRD# 7690762) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.
Megan Fitz (CRD# 7180574) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 4 years of experience in the finance industry.
Corey French (CRD# 7773094) is an Investment Advisor Representative working at One Capital Management, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Ryan Howard (CRD# 7265605) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 3 years of experience in the finance industry.
Kantrell Moore (CRD# 6715075) is an Investment Advisor Representative working at One Capital Management, LLC in Baton Rouge, LA and has over 5 years of experience in the finance industry.
Kaitlyn Voyce (CRD# 7252869) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.