Oberdorfer Financial
Firm details
- Headquarters
- ,
- CRD number
- 329938
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.56%
- Individuals8.44%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Oberdorfer Financial is an independent, single-owner RIA structured as an LLC that serves individual and family clients. The firm combines traditional wealth management — financial planning and portfolio management for individuals and small businesses — with educational workshops and a registered real estate broker activity. Fee arrangements include asset‑based fees, hourly charges and fixed fees. The firm identifies as an active ESG investor, which suggests ESG considerations are part of its manager selection or security-screening process.
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 Equities67%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Matthew Oberdorfer
Founder & CEOCRD 7874931
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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