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O'NEILL FINANCIAL MANAGEMENT, INC.
LAKE FOREST, CA
(949) 582-1577
SEC #801-107696Total AUM
$0
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
23201 LAKE CENTER DRIVE, SUITE 215
LAKE FOREST
CA 92630
United States
LAKE FOREST
CA 92630
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
(949) 582-1577
Financials
Total AUM
$0
Accounts
0Discretionary
$0
Accounts
0Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.