12655 Beatrice Street
Suite 2a
Los Angeles, California 90066
Tel: 310-448-6800
WILLIAM O'NEIL + COMPANY, formally registered with the SEC as WILLIAM O'NEIL + COMPANY. The firm was established in 02/26/2021. They have over 6 offices throughout the country.
WILLIAM O'NEIL + COMPANY is a Los Angeles, California based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 41 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152620 |
| SEC# | 801-120403 |
| Assets Managed by Firm | $0 |
| No. of Clients | 0 |
| No. of Advisors | 41 |
| No. of Clients | AUM |
|---|
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
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