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O'neill Financial Management, Inc.

O'neill Financial Management, Inc.. CRD 283273

O'neill Financial Management, Inc. logo

CRD: 283273

O'neill Financial Management, Inc.

Lake Forest, CA, 92630
9495821577
$86.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
132 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
04-29-2016
Office Locations
1

Office Locations

23201 Lake Center Drive Suite 215 Lake Forest CA

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

40 AVG AGE
$28.9M AVG AUM / ADVISOR
$657.2K AVG AUM / CLIENT
9.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Pathway radial

Client Personas

Momentum momentum

Investment Themes

North pioneer Value radial

Investment Vehicles

Atlas element Fusion

Services

Quantum Focus Wave North Delta harbor

Owner & Executives

Y

YVONNE RENEE ONEILL

Chief Financial Officer, Founder

CRD
#3216749
Ownership
25% but less than 50%
(281) 514-9519
pioneer.momentum@zenithcapital.com
in linkedin.com/in/timber-legacy
J

JOHN FRANCIS ONEILL JR

Chief Compliance Officer, Chief Executive Officer, managing director

CRD
#2698082
Ownership
25% but less than 50%
(988) 222-6282
zenith.value@quantumcapital.com
in linkedin.com/in/glacier-focus
M

Matrix timber

Momentum fusion ridge

CRD
#58072
Ownership
31.4%
(329) 970-6124
catalyst.momentum@vectorcapital.com
in linkedin.com/in/wave-eagle

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

$86.7M Total SMA
Public Funds:
68.1%
Cash:
31.9%
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%

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