O'NEIL GLOBAL ADVISORS, INC.

LOS ANGELES, California·10 registered advisors·CRD# 308150
SEC# 801-1199661310-448-6800
01

Firm Overview

AUM
$381M
Regulatory assets under management
Employees
43
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at O'NEIL GLOBAL ADVISORS, INC.

10 registered advisors
Alexander Victor Masotti
LOS ANGELES, California
Bruce Randall Watts
LOS ANGELES, California
Christopher Francis Graczk
LOS ANGELES, California
Joanna Bogumila Lee
LOS ANGELES, California
Matthew Benedict Coll
LOS ANGELES, California
Pan-Yun-(ben) Lee
LOS ANGELES, California
Patrick Martin Erickson
LOS ANGELES, California
Steven Lawrence Birch
LOS ANGELES, California
William Joseph Oneil
LOS ANGELES, California
William Scott O'neil
LOS ANGELES, California
05

Office Locations

LOS ANGELES, California
10 advisors

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Data sourced from SEC Form ADV filings. O'NEIL GLOBAL ADVISORS, INC. (CRD# 308150) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.