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O'NEILL FINANCIAL MANAGEMENT, INC.
O'NEILL FINANCIAL MANAGEMENT, INC.
LAKE FOREST, California
·
3 registered advisors
·
CRD# 283273
SEC# 801-107696
(949) 582-1577
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at O'NEILL FINANCIAL MANAGEMENT, INC.
3 registered advisors
John Francis O'neill
LAKE FOREST, California
CRD# 4559307
John Francis Oneill
LAKE FOREST, California
CRD# 2698082
Yvonne Renee Oneill
LAKE FOREST, California
CRD# 3216749
05
Office Locations
LAKE FOREST, California
3 advisors
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Data sourced from SEC Form ADV filings. O'NEILL FINANCIAL MANAGEMENT, INC. (CRD# 283273) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.