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Michael Francis O'neill (Lafayette)


Michael Francis O'neill is a large advisory firm based in Lafayette. It manages $136 million of regulatory assets for 247 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Michael Francis O'neill provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Michael Francis O'neill: assets under management

The assets under management (AUM) of Michael Francis O'neill is $136 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $136 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $550.61 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Michael Francis O'neill for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lafayette

The principal office where Michael Francis O'neill performs its advisory services is located at 3685 Mount Diablo Blvd., #360, Lafayette, CA 94549, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-284-3034 or by fax 925-283-5450. The normal business hours are 8:00-4:00 pst on Monday - Friday.


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