One Capital Management is an investment advisor in Westlake Village with $4.94 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
954873328
SEC advisor number
801-60483
FINRA CRD number
114861
AUM ?
$6.21 bn
(as of 4 Apr 24)
Accounts
7,533
(as of 4 Apr 24)
Employees
60
(41 investment advisory or research)
Address
One Capital Management
3075 TOWNSGATE ROAD
SUITE 350
WESTLAKE VILLAGE
CA 91361
3075 TOWNSGATE ROAD
SUITE 350
WESTLAKE VILLAGE
CA 91361
Phone
805-409-8150
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
17 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21