E. Magnus Oppenheim & Co Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 14268
- Registered since
- August 30, 1978
- Website
- www.emagnus.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.21%
- Individuals4.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
E. Magnus Oppenheim & Co Inc. is a small, SEC-registered corporate RIA that has been on file since 1978 and serves primarily individual and family clients. It operates as both a broker-dealer and an accounting practice, and charges fees on a percentage-of-AUM basis. Advisory services listed include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, plus pension consulting. The firm is not an active ESG investor and does not identify as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Jonathan Miller
Founder, President, CEOCRD 4153196
Brian Neustrom
Chief Compliance OfficerCRD 5530526
Contacts
1 of 1
Salma Abdulla
Portfolio ManagerCRD 4961794
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 575 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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