O'NEILL FINANCIAL MANAGEMENT, INC. of LAKE FOREST, CA is an SEC-registered investment adviser (CRD 283273). Regulatory assets under management: $86.7M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| ONEILL ROBERT FRANCIS | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER; PARTNER & CHIEF COMPLIANCE OFFICER | — |
| O'NEILL THOMAS FRANCIS | BENEFICIARY | — |
| ONEILL YVONNE RENEE | CHIEF FINANCIAL OFFICER; PARTNER | — |