Assets Under Management
$20.0B
Number of Clients
44,391
Number of Advisors
5
Average Client AUM
$450K
AUM per Advisor
$4.0B
Compensation
Fee-Only (AUM)Fixed/Hourly
Oppenheimer Asset Management Inc. (OAM) provides various advisory programs, including discretionary and non-discretionary options, through wrap fee programs. These programs offer services like investment management, trading, custody, and client reporting for a single fee. OAM acts as a fiduciary, prioritizing client interests and disclosing conflicts of interest.
85 Broad Street, New York, NY, 10004