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Thomas Francis O'Neil

D.f. Dent AND Company, Inc.

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About Thomas Francis O'Neil

Thomas O'Neil is a financial advisor with D.f. Dent AND Company, Inc., located in Baltimore, Maryland. Thomas is registered with the state of Maryland and holds the Chartered Financial Analyst designation. Thomas has been in the industry since 1985 and has specialized in the areas of investment management, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

Firm Information

Thomas O'Neil is currently registered with D.f. Dent AND Company, Inc.. D.f. Dent AND Company, Inc. is an investment advisor registered with the SEC and based in Baltimore, MD. The firm manages approximately $8.15 billion in assets for a range of clients, including high-net-worth individuals, corporations, investment companies, pension plans, and charitable organizations. The firm offers portfolio management services and participates in wrap fee programs.
D.f. Dent AND Company, Inc.

400 EAST PRATT STREET, 7TH FLOOR

BALTIMORE, MD 21202-3127

$8.15B

Assets Under Management

20

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas O'Neil’s Registration & Firm History

MD

10/08/1990 - Present

D.f. Dent AND Company, Inc. (BALTIMORE MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Francis O'Neil.
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