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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-29-2016
- Office Locations
- 1
Office Locations
About O'neill Financial Management, Inc.
O'Neill Financial Management is an independent RIA providing comprehensive financial planning and ongoing portfolio guidance that ties an investment plan to clients' broader life goals. The team builds personalized asset-allocation portfolios using public funds such as ETFs and mutual funds, and advises on areas like insurance and business succession, including for entrepreneurs. Offers a second-opinion review of existing plans; custodies with Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
YVONNE RENEE ONEILL
Chief Financial Officer, Founder
- CRD
- #3216749
- Ownership
- 25% but less than 50%
JOHN FRANCIS ONEILL JR
Chief Compliance Officer, Chief Executive Officer, managing director
- CRD
- #2698082
- Ownership
- 25% but less than 50%
Matrix timber
Momentum fusion ridge
- CRD
- #58072
- Ownership
- 31.4%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $86,746,775 | -- |
| Total | $86,746,775 | -- |
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Separately Managed Accounts
Total SMA Asset: $86,746,775
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,004,287,192 | 68.1% |
| Cash | $470,437,026 | 31.9% |
| Total | $1,474,724,218 | 100.0% |