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O'NEIL GLOBAL ADVISORS, INC.
O'NEIL GLOBAL ADVISORS, INC.
LOS ANGELES, California
·
10 registered advisors
·
CRD# 308150
SEC# 801-119966
1
310-448-6800
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 Planning
Wealth Management
04
Advisors at O'NEIL GLOBAL ADVISORS, INC.
10 registered advisors
Alexander Victor Masotti
LOS ANGELES, California
CRD# 6375390
Bruce Randall Watts
LOS ANGELES, California
CRD# 4345782
Christopher Francis Graczk
LOS ANGELES, California
CRD# 7241540
Joanna Bogumila Lee
LOS ANGELES, California
CRD# 7116733
Matthew Benedict Coll
LOS ANGELES, California
CRD# 7522943
Pan-Yun-(ben) Lee
LOS ANGELES, California
CRD# 7601438
Patrick Martin Erickson
LOS ANGELES, California
CRD# 4849585
Steven Lawrence Birch
LOS ANGELES, California
CRD# 1362772
William Joseph Oneil
LOS ANGELES, California
CRD# 352887
William Scott O'neil
LOS ANGELES, California
CRD# 6601035
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
.