William O'Neil + Company

Overview

William O'Neil + Company is organized as a corporation and is registered with the SEC as an institutional registered investment adviser since 2021. The firm is owned by a domestic entity and an individual and operates with a business model that emphasizes publication of periodicals and newsletters rather than traditional asset-based advisory services. Its fee structure is based on subscription and fixed fees. FINTRX flags the firm as a related adviser and notes industry affiliations that include broker-dealer and other investment adviser relationships. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices