Established in 2001, One Capital Management, LLC 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.
View Top Employees from One Capital Management, LLCWebsite | http://www.onecapital.com |
Revenue | $5 million |
Funding | $350000 |
Employees | 70 (64 on RocketReach) |
Founded | 2001 |
Address | 3075 Townsgate Road Suite 350, Westlake Village, California 91361, US |
Phone | (805) 409-8150 |
Fax | (805) 870-7677 |
Technologies |
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Industry | Investment Management, Finance General, Asset Management, Wealth Management, Finance, Advanced Planning, Wealth Protection, Retirement Planning, Wealth Transfer |
Web Rank | 15 Million |
Keywords | One Capital Management, One Capital Careers, "One Capital" |
SIC | SIC Code 62 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52312 Companies, NAICS Code 523 Companies, NAICS Code 5231 Companies, NAICS Code 523120 Companies |
Looking for a particular One Capital Management, LLC employee's phone or email?
The One Capital Management, LLC annual revenue was $5 million in 2024.
Janet Brown is the Managing Director of One Capital Management, LLC.
64 people are employed at One Capital Management, LLC.
One Capital Management, LLC is based in Westlake Village, California.
The NAICS codes for One Capital Management, LLC are [52, 52312, 523, 5231, 523120].
The SIC codes for One Capital Management, LLC are [62, 621].