# O'Neill Financial Management

O'Neill Financial Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** oneillassetmanagement.com

## Regulatory record

- **CRD number:** 283273
- **SEC file number:** 801-107696
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283273

## About

O'NEILL FINANCIAL MANAGEMENT, INC. is an SEC-registered investment adviser in LAKE FOREST, CA. The firm manages approximately $87 million in regulatory assets. It has 3 employees and 3 investment advisers.

## Related profiles

- [OneMedNet](https://altss.com/profile/onemednet-corp)

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Last updated: 2026-07-11T11:28:28.000Z

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