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Thomas Francis O'neil

D.F. DENT AND COMPANY, INC.·BALTIMORE, Maryland
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400 EAST PRATT STREET, 7TH FLOOR, BALTIMORE, MD 21202-3127CRD# 4347510Firm CRD# 105179
01

About

Thomas Francis O'neil is a registered financial advisor based in BALTIMORE, Maryland, affiliated with D.F. DENT AND COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
D.F. DENT AND COMPANY, INC.
D.F. DENT AND COMPANY, INC.
AUM
$8.1B
Regulatory assets under management
Employees
31
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4347510
Firm CRD# 105179
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Francis O'neil offer?
Thomas Francis O'neil specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BALTIMORE, Maryland for a consultation.
What are Thomas Francis O'neil's credentials?
Thomas Francis O'neil is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Francis O'neil located?
Thomas Francis O'neil is based in BALTIMORE, Maryland, working with D.F. DENT AND COMPANY, INC.. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does Thomas Francis O'neil charge for services?
Thomas Francis O'neil's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is D.F. DENT AND COMPANY, INC.?
D.F. DENT AND COMPANY, INC. has approximately 31 employees and manages $8.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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