O'Neil Global Advisors, Inc
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Overview
O'Neil Global Advisors, Inc operates as a financial advisory firm headquartered in Los Angeles, California. O'Neil Global Advisors, Inc has $294.0 million in assets under management across 56 accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). The firm has an average-sized group, including 15 financial advisors. O'Neil Global Advisors, Inc is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as equities, bonds and options.
O'Neil Global Advisors, Inc manages all of the company's accounts on a discretionary basis. Discretionary management means that transaction choices are made by an investment advisor without needing to seek the customer's permission. O'Neil Global Advisors, Inc's typical account size is $5.3 million. The average advisor at O'Neil Global Advisors, Inc manages about four client accounts, placing it among the most personalized advisor firms in the country.
The firm's main office is located at 12655 Beatrice Street, Los Angeles, California 90066. It is legally permitted to provide services to customers across a number of states, including California and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
O'Neil Global Advisors, Inc by the Numbers
$294.0 million
42
56
$5.3 million
Fee Structure
Financial management fees vary depending on the services provided. However, fee types billed by O'Neil Global Advisors, Inc most likely consist of some combination of the following fee types: asset-based or performance-based. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles, charitable organizations and corporations. Out of its 56 accounts, O'Neil Global Advisors, Inc's largest client is corporations. None of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 90%
- Charitable Organizations - 10%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
O'Neil Global Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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