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O'NEILL FINANCIAL MANAGEMENT, INC.
CRD 283273 · SEC 801-107696
23201 LAKE CENTER DRIVE, SUITE 215, LAKE FOREST, CA, 92630, United States
Phone
(949) 582-1577
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$86.7M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $24.4M |
| High net worth individuals | 16 | $45.6M |
| Pension/profit sharing plans | 5 | $13.8M |
All web addresses on file
Official SEC filing: View on IAPD