Investment adviser · CRD 283273

O'NEILL FINANCIAL MANAGEMENT, INC.

Investment adviser filing (IA)

LAKE FOREST, CA, United States · Form ADV filed Aug 31, 2016

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 31, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets

Principal office

23201 LAKE CENTER DRIVE, SUITE 215
LAKE FOREST, CA, 92630, United States

CRD 283273

Filing source

Form ADV 1038432 · Aug 31, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.