One Capital Management

One Capital Management

Investment Management, 3075 Townsgate Rd, Westlake Village, California, 91361, United States, 51-200 Employees

onecapital.com

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phone no Phone Number: 80********

Who is ONE CAPITAL MANAGEMENT

Established in 2001, One Capital Management, LLC is a global investment management firm focused on managing portfolios for private families, endowments, foundations, tax-exempt organizati...

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  • 3075 Townsgate Rd, Westlake Village, California, 91361, United States Headquarters: 3075 Townsgate Rd, Westlake Village, California, 91361, United States
  • 2001 Date Founded: 2001
  • 51-200 Employees: 51-200
  • dollar-icon Revenue: $50 Million to $100 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from ONE CAPITAL MANAGEMENT

One Capital Management Org Chart and Mapping

Employees

Cfp® Kaitlyn Voyce

Senior Associate | Wealth Management Analyst

Don McDonald

Founder | Manging Director

Jeremy Folse

Senior Associate | IT Systems Engineer

Jason Nahoul

Managing Director | Senior Portfolio Manager

Danielle Spencer

Director | Client Service Operations

Jeremy Crpc®

Senior Associate Client Services

Cfp® Eric Hamel

Executive Director | Wealth Management

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Frequently Asked Questions Regarding One Capital Management

Answer: One Capital Management's headquarters are located at 3075 Townsgate Rd, Westlake Village, California, 91361, United States

Answer: One Capital Management's phone number is 80********

Answer: One Capital Management's official website is https://onecapital.com

Answer: One Capital Management's revenue is $50 Million to $100 Million

Answer: One Capital Management's SIC: 6282

Answer: One Capital Management's NAICS: 523930

Answer: One Capital Management has 51-200 employees

Answer: One Capital Management is in Investment Management

Answer: One Capital Management contact info: Phone number: 80******** Website: https://onecapital.com

Answer: 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.

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