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O'NEIL GLOBAL ADVISORS, INC.
12655 Beatrice Street
Los Angeles, California 90066
Tel: 310-448-6800
About O'NEIL GLOBAL ADVISORS, INC.
O'NEIL GLOBAL ADVISORS, INC, formally registered with the SEC as O'NEIL GLOBAL ADVISORS, INC. The firm was established in 12/17/2020. They have over 2 offices throughout the country.
O'NEIL GLOBAL ADVISORS, INC. is a Los Angeles, California based Financial Planning firm with nearly $380,786,000 assets under management, offering retirement planning & investment advisory services to 50 clients. The firm is staffed with 43 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 308150 |
| SEC# | 801-119966 |
| Assets Managed by Firm | $380,786,000 |
| No. of Clients | 50 |
| No. of Advisors | 43 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 50 | $380,786,000 |
| Charitable organizations | 1 | $33,077,000 |
| Corporations or other businesses | 6 | $322,742,000 |
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