O'Neill Asset Management

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

346 Wealthy St SE, Grand Rapids, Michiga...

Phone Number

(616) 884-0337

Revenue

$9.9 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
2

About O'Neill Asset Management

O'Neill Asset Management, LLC is a full-service retirement planning company dedicated to providing families and businesses with innovative financial strategies aimed at enhancing financial clarity and quality of life. They focus on fiduciary service, transparency, and technology to ensure clients receive tailored retirement solutions. Their offerings include asset allocation, income planning, and a secure online portal called Generational Vault for managing financial documents. The company serves clients in their surrounding communities, emphasizing a personalized approach to retirement planning.Explore more
O'Neill Asset Management's Social MediaPopular SearchesO'Neill Asset Management LLCONeill Asset Management LLCAsset Benefits LLCNeill Investment PropertyO'Neill Investment Properties LLCSIC Code 62,628NAICS Code 52,523Show more

O'Neill Asset Management Org Chart

PhoneEmail
JA
United States flag for contact location.

Director, Client Relations

PhoneEmail
JW
United States flag for contact location.

Director, Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

O'Neill Asset Management

$9.9M
11-50
Private
-
2005
JA
Jacob AhernDirector, Client Relations
$5.6M
11-50
Private
-
2015
JK
Joseph KloecknerFinancial Advisor
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
-
DF
Diane FlemingOffice Manager
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
2016
KS
Kaylin StetzerDirector of Impressions
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

O'Neill Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

O'Neill Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about O'Neill Asset Management.

O'Neill Asset Management Tech Stack

A closer look at the technologies used by O'Neill Asset Management

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Frequently Asked Questions Regarding O'Neill Asset Management

What is O'Neill Asset Management's official website?
O'Neill Asset Management's official website is www.oneillassetmanagement.com
What is O'Neill Asset Management's Revenue?
O'Neill Asset Management's revenue is $9.9 Million
What is O'Neill Asset Management's SIC code?
O'Neill Asset Management's SIC: 62,628
What is O'Neill Asset Management's NAICS code?
O'Neill Asset Management's NAICS: 52,523
How many employees does O'Neill Asset Management have?
O'Neill Asset Management has 11-50 employees
What industry does O'Neill Asset Management belong to?
O'Neill Asset Management is in the industry of: Finance, Securities Trading
What is O'Neill Asset Management competition?
O'Neill Asset Management top competitors include: Kokesh Financial Strategies, Nestegg Wealth Advisors, Vertex Capital Advisors, Legacy Wealth Management Group Las Vegas
What technology does O'Neill Asset Management use?
Some of the popular technologies that O'Neill Asset Management uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact O'Neill Asset Management?
O'Neill Asset Management contact info: Phone number: (616) 884-0337 Website: www.oneillassetmanagement.com
What does O'Neill Asset Management do?

O'Neill Asset Management, LLC is a full-service retirement planning company dedicated to providing families and businesses with innovative financial strategies aimed at enhancing financial clarity and quality of life. They focus on fiduciary service, transparency, and technology to ensure clients receive tailored retirement solutions. Their offerin... gs include asset allocation, income planning, and a secure online portal called Generational Vault for managing financial documents. The company serves clients in their surrounding communities, emphasizing a personalized approach to retirement planning.Read More

What are O'Neill Asset Management social media links?
O'Neill Asset Management Linkedin page O'Neill Asset Management Twitter page O'Neill Asset Management Facebook page
Is O'Neill Asset Management a public company?
O'Neill Asset Management is private company therefore does not currently have an official ticker symbol
See more information about O'Neill Asset Management

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