Assets Under Management
$32.4B
Number of Clients
37,605
Number of Advisors
1106
Average Client AUM
$862K
AUM per Advisor
$29.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Oppenheimer & Co. Inc. provides various advisory programs, including OMEGA, Preference, Advantage Advisory, FAM, PAS Directed, and UMA Directed. These programs offer investment advisory, custody, and reporting services for a wrap fee. The firm acts as a fiduciary and discloses potential conflicts of interest, such as 12b-1 fees and fees from the Advantage Bank Deposit Program.
85 Broad Street, 22nd Floor, New York, NY, 10004