O'neill Financial Management, Inc.

O'neill Financial Management, Inc. (CRD# 283273) is a financial advisory firm headquartered in Lake Forest, CA. They manage $74,273,821 in 293 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    293
    ACCOUNTS
  • Average Account Value
    $253,494
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at O'neill Financial Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
John F. O'neill
CRD#: 4559307
23201 Lake Center Drive, Suite 215, Lake Forest, CA 92630

John O'neill (CRD# 4559307) is an Investment Advisor Representative working at O'neill Financial Management, Inc. in Lake Forest, CA and has over 15 years of experience in the finance industry.

2
John F. Oneill
CRD#: 2698082
23201 Lake Center Drive, Suite 215, Lake Forest, CA 92630

John Oneill (CRD# 2698082) is an Investment Advisor Representative working at O'neill Financial Management, Inc. in Lake Forest, CA and has over 27 years of experience in the finance industry.

3
Yvonne R. Oneill
CRD#: 3216749
23201 Lake Center Drive, Suite 215, Lake Forest, CA 92630

Yvonne Oneill (CRD# 3216749) is an Investment Advisor Representative working at O'neill Financial Management, Inc. in Lake Forest, CA and has over 24 years of experience in the finance industry.

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