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O'neill,Michael,Francis (Lafayette)


O'neill,Michael,Francis is an adviser based in Lafayette. It manages $25.05 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.

O'neill,Michael,Francis 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.

O'neill,Michael,Francis: assets under management

The assets under management (AUM) of O'neill,Michael,Francis is $25.05 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $626.28 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay O'neill,Michael,Francis 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 O'neill,Michael,Francis performs its advisory services is located at 3749 St. Francis Drive, Lafayette, CA 94549 The mailing address of the firm is 3527 Mt.Diablo Blvd #297, Lafayette, CA 94549. 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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