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).
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Total Assets Under Management74MILLION
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Total Number of Accounts293ACCOUNTS
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Average Account Value$253,494
- A percentage of assets under your management
- 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)
CA
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.
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.
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.