OPPENHEIMER & CO. INC.
OPPENHEIMER & CO. INC. is a leading financial advisory firm that offers a wide range of services to its clients. With over 130 years in business, OPPENHEIMER & CO. INC. has established itself as a trusted and reliable partner for individuals and businesses looking for expert financial guidance.
How does the advisor help clients – Key Takeaways:
- Provide personalized financial advice
- Create comprehensive financial plans
- Offer investment consulting and management services
- Provide access to a wide range of financial products
- Help clients understand and reach their financial goals
Facts and Insights
With over 90 offices in the United States and a team of over 1,000 financial advisors, OPPENHEIMER & CO. INC. has a strong national presence and the resources to provide top-notch financial services. Here are some key insights about the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $23.5 billion | Over 1,000 | Over 130 years |
Financial Services Offered
- Wealth management
- Investment solutions
- Retirement planning
- Estate planning
- Insurance planning
- Corporate advisory services
Client Types
OPPENHEIMER & CO. INC. serves a wide range of clients, including:
- Individuals
- High-net-worth individuals
- Businesses
- Institutions
- Foundations
Fees & Compensation
OPPENHEIMER & CO. INC. charges clients for their services in a variety of ways, including asset-based fees, commissions, and hourly fees. The fees and compensation structure may vary depending on the type of service and complexity of the client’s financial situation.
Background
OPPENHEIMER & CO. INC. was founded in 1881 and has since grown to become one of the largest financial advisory firms in the country. The firm has a long history of providing sound financial advice and has earned a reputation for its expertise and personalized approach to wealth management.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand their background and any potential conflicts of interest. Here are a few key disclosures to know about OPPENHEIMER & CO. INC.:
- Registered with the Securities and Exchange Commission (SEC)
- Registered as a broker-dealer with the Financial Industry Regulatory Authority (FINRA)
- Has some advisors who are also insurance agents or brokers
- May receive compensation for recommending certain products or services
- May have relationships with third-party firms or individuals