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Daniel Victor Cozano

ONE Capital Management, LLC

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About Daniel Victor Cozano

Daniel Cozano is an Investment Advisor Representative registered with the state of California and is employed at ONE Capital Management, LLC. Daniel has been in the financial industry since 2005. Daniel has the Series 65 license, Uniform Investment Adviser Law Examination. ONE Capital Management, LLC, is an SEC Registered Investment Advisor. The firm provides a variety of advisory services to a range of clients, including individuals, businesses, and investment companies. ONE Capital Management, LLC provides financial planning, advisory consulting, and portfolio management services.

Firm Information

Daniel Cozano is currently registered with ONE Capital Management, LLC. ONE Capital Management, LLC is a Registered Investment Advisor based in Westlake Village, California, with over $6 billion in regulatory assets under management. The firm provides a range of advisory services, including financial planning, pension consulting, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. ONE Capital Management also provides sub-adviser services to two Canadian registered ETFs and a Luxembourg SICAV. The firm serves a diverse client base, including high-net-worth individuals, corporations, investment companies, and pension plans.
ONE Capital Management, LLC

3075 TOWNSGATE ROAD

WESTLAKE VILLAGE, CA 91361

$6.14B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav

Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Cozano’s Registration & Firm History

CA

05/02/2022 - Present

ONE Capital Management, LLC (San Francisco CA)

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Licenses & Designations

IA

Issued 09/20/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Victor Cozano.
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