William O'Neil + Co. Incorporated
● SEC registered since 2021CRD 152620SEC# 801-120403Los Angeles, CA
Reg. AUM
—
Employees
39
Accounts
—
Location
Los Angeles, CA
William O'Neil + Co. Incorporated assets under management
William O'Neil + Co. Incorporated is an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 2021. It employs 39 people.
William O'Neil + Co. Incorporated owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Victor Masotti Control | General Counsel & Chief Compliance Officer | Under 5% | 2019 |
| Gregory Samuel Jannetta Control | Chief Executive Officer | Under 5% | 2022 |
| Jose Castulo Olivas Control | Chief Financial Officer | Under 5% | 2025 |
| O'Neil Capital Management Inc. Control | Parent Company | Over 75% | 2010 |
| Data Analysis Inc. Control | Holding Company | Over 75% | 2010 |
| Icontrust, LLC Control | Trustee | — | 2024 |
| Icontrust, LLC Control | Trustee | — | 2024 |
| William Scott O'Neil Gst Exempt Trust Share Under the Fay C. O'Neil Irrevocable Trust of 2014, Dated As of July 8, 2024 Control | Shareholder | 50-75% | 2024 |
| William Scott O'Neil Gst Exempt Trust Share Under the William J. O'Neil Irrevocable Trust of 2014, Dated As of July 8, 2024 Control | Shareholder | 50-75% | 2024 |
Frequently asked questions
How many employees does William O'Neil + Co. Incorporated have?
William O'Neil + Co. Incorporated reports 39 employees.
Where is William O'Neil + Co. Incorporated located?
William O'Neil + Co. Incorporated is based in Los Angeles, CA and has been SEC-registered since 2021.
Does William O'Neil + Co. Incorporated disclose fund performance?
William O'Neil + Co. Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12655 Beatrice Street, Suite 2a, Los Angeles, CA 90066 |
| Phone | 310-448-6800 |
| Fax | 310-577-7372 |
| Office hours | 6:00 a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 14%
More than 86% of 16,824 advisers