Oppenheimer & Co. Inc.

Retirement Planning Firm in Jenkintown, PA

Firm Info
Address: 165 Township Line Rd Suite #2300, Jenkintown, PA 19046, USA
Phone: (215) 576-3048

Firm Size
Assets Under Management: $22.7 billion
# of Advisors: 823
# of Clients: 27,780
Client to Advisor Ratio: 34:1
Average Account Size: $818,107
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Commissions
  • Performance-based Fees

Get Connected with a Financial Advisor

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Oppenheimer & Co. Inc. Overview

Oppenheimer & Co. Inc. is a brokerage and investment advisory firm headquartered in New York, NY. Having been in business since 1955, the company has established itself as a reputable player in the financial services industry. The firm operates on a fee-based arrangement, which means that its clients pay a certain percentage of the assets that they have under management. This model helps align the interests of the firm with those of its clients, as the company's revenues increase when the clients' portfolios perform well. The firm is registered as a broker-dealer, an insurance broker/agent, a municipal advisor, and a provider of investment advice. This means that it is authorized to carry out various financial services activities under the law. Oppenheimer & Co. Inc. offers a range of services such as financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, and pension consulting services. The firm also provides portfolio management services for businesses or institutional clients. Oppenheimer & Co. Inc. has a history of selecting and partnering with other advisors to provide clients with the best possible investment solutions. This means that the firm has a broad network of professionals ranging from financial planners to fund managers, which it can leverage on behalf of its clients. Additionally, the company's portfolio management services are designed to help clients achieve their investment objectives, while taking into account their risk tolerance and investment preferences. Clients of Oppenheimer & Co. Inc. can be assured of receiving personalized and tailored financial advice that takes into account their unique circumstances.

Oppenheimer & Co. Inc. is well renowned for catering to a diverse range of clientele. The firm extends its services to individuals, high net worth individuals, pooled investment vehicles, and pension or profit sharing plans. Additionally, charitable organizations, state or municipal government entities, and insurance companies also benefit from Oppenheimer's wealth management expertise. The wide range of corporate types that Oppenheimer serves includes but isn't limited to banks, insurance companies, trusts, and estates. With a reputation for stellar service, Oppenheimer is open to all kinds of clients. When it comes to fee structures, Oppenheimer & Co. Inc. offers clients an array of options depending on the services provided. Oppenheimer charges fees to manage client portfolio investments, and they are usually a percentage of assets under management (AUM). Additionally, Oppenheimer may set up a schedule of fixed fees that cover general services rendered. Clients looking for specific investment recommendations by brokers will usually face commissions on every transaction. The final option available is the performance-based fee, where Oppenheimer charges clients fees as a percentage of investment gains over a certain period. With these different fee structures, Oppenheimer ensures that their clients receive value for their money, while their investments grow and flourish over time.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Oppenheimer & Co. Inc. does not mention an investment minimum.

How This Office Can Help Jenkintown, PA Residents

Oppenheimer & Co. Inc. provides a range of financial services to clients in Jenkintown, PA. Whether you're an individual looking to grow your savings, a business owner seeking investment options or an executor in need of estate planning advice, Oppenheimer's experienced financial advisors can help. With a customized investment portfolio tailored to individual client needs and goals, Oppenheimer can offer access to top-performing mutual funds, equities, and fixed-income assets. Many residents of Jenkintown may be struggling with student loans or credit card debt, and Oppenheimer advisors can offer guidance on debt management strategies that can help reduce debt while prioritizing savings goals. They can also assist with financial planning for major life events such as retirement, college tuition for children, and unexpected medical expenses. Oppenheimer's advisors understand the unique financial situations and needs of people living in Jenkintown and can offer personalized solutions that help to ensure a secure financial future.

To view the Minimum Investment and Fee Schedule for Oppenheimer & Co. Inc., visit their Part 2 Brochure.

Services Offered by Oppenheimer & Co. Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Oppenheimer & Co. Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 165 Township Line Rd Suite #2300, Jenkintown, PA 19046, USA
Phone (215) 576-3048
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 85 BROAD STREET, 22ND FLOOR., NEW YORK, NY 10004, United States

This firm has no other locations.

State Registrations

Oppenheimer & Co. Inc. is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Oppenheimer & Co. Inc. does not have any disclosures. Please visit it's Form ADV for more details.