1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2E. MAGNUS OPPENHEIM & CO. INC.

Map pinNEW YORK, NY
Phone212-983-1818
NotebookSEC #801-14051
Total AUM
$9.5M
Employees
1
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
575 LEXINGTON AVENUE / 17TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
212-983-1818

ReceiptFinancials

Total AUM
$9.5M
Accounts
7
Discretionary
$9.5M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
7
AUM
$455.2K
HNW Individual Clients
4
AUM
$9.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL INVESTMENT AND FINANCIAL ADVICE
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
NJNY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account