Oppenheimer + Close, LLC

Oppenheimer + Close, LLC (CRD# 15168) is a financial advisory firm headquartered in New York, NY. They manage $260,503,623 in 232 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    232
    ACCOUNTS
  • Average Account Value
    $1,122,860
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DC, FL, MA, NH, NJ, NY, PA

Financial Advisors at Oppenheimer + Close, LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.