O'NEILL FINANCIAL MANAGEMENT, INC.
CRD #283273 SEC #801-107696 LAKE FOREST, CA (949) 582-1577
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
3
Clients
0
Accounts
0
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 29, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| O'NEILL, JOHN, FRANCIS | I | BENEFICIARY | NA | |
| O'NEILL, JOHN, FRANCIS | I | BENEFICIARY | NA | |
| O'NEILL, JOHN, FRANCIS | I | BENEFICIARY | NA | |
| O'NEILL, JOHN, FRANCIS | I | BENEFICIARY | NA | |
| O'NEILL, JOHN, FRANCIS | I | BENEFICIARY | NA | |
| O'NEILL, JOHN, FRANCIS | I | BENEFICIARY | NA | |
| O'NEILL, JOHN, FRANCIS | I | BENEFICIARY | NA | |
| O'NEILL, JOHN, FRANCIS | I | BENEFICIARY | NA | |
| O'NEILL, JOHN, FRANCIS | I | BENEFICIARY | NA | |
| ONEILL, JOHN, FRANCIS | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| ONEILL, JOHN, FRANCIS | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| ONEILL, JOHN, FRANCIS | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| ONEILL, JOHN, FRANCIS | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| ONEILL, JOHN, FRANCIS | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| ONEILL, JOHN, FRANCIS | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| ONEILL, JOHN, FRANCIS | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| ONEILL, JOHN, FRANCIS | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| ONEILL, JOHN, FRANCIS | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| ONEILL, YVONNE, RENEE | I | PARTNER | C | Control |
| ONEILL, YVONNE, RENEE | I | CHIEF FINANCIAL OFFICER | C | Control |
| ONEILL, YVONNE, RENEE | I | CHIEF FINANCIAL OFFICER | C | Control |
| ONEILL, YVONNE, RENEE | I | CHIEF FINANCIAL OFFICER | C | Control |
| ONEILL, YVONNE, RENEE | I | CHIEF FINANCIAL OFFICER | C | Control |
| ONEILL, YVONNE, RENEE | I | CHIEF FINANCIAL OFFICER | C | Control |
| ONEILL, YVONNE, RENEE | I | CHIEF FINANCIAL OFFICER | C | Control |
| ONEILL, YVONNE, RENEE | I | CHIEF FINANCIAL OFFICER | C | Control |
| ONEILL, YVONNE, RENEE | I | CHIEF FINANCIAL OFFICER | C | Control |
Registrations
Federal
IA
Aug 29, 2016 REGISTERED
Notice Filings (1)
CA
Address
23201 LAKE CENTER DRIVE, SUITE 215LAKE FOREST, CA 92630
United States
Phone: (949) 582-1577