OLDENBURG INVESTMENT PROFESSIONALS
Firm details
- Headquarters
- ST THOMAS, VI
- CRD number
- 168943
- Website
- www.oldenburginvestment.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.56%
- Individuals24.44%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Oldenburg Investment Professionals operates as an independent registered investment advisor, primarily serving individuals and families. The firm is structured as a limited liability company and focuses on providing financial planning services and portfolio management tailored for individuals and small businesses. While the firm does not engage in ESG investing, it has a clear commitment to managing client assets through a fee structure based on a percentage of assets under management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Non-Exchange Traded Equities97%
- Cash & Cash Equivalents2%
- Other1%
Contacts
2 of 2Costin-Valeriu Gradina
CRD 7819373
DANAE OLDENBURG
PrincipalCRD 5718412
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ST THOMAS, VI
Location
ST THOMAS, VI
Headquartered in ST THOMAS, VI.
- Address
- Norre Gade 40a 40ca
- Office locations
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