Oppenheimer + Close, LLC

Oppenheimer + Close, LLC (CRD# 15168) is a financial advisory firm headquartered in New York, NY. They manage $82,133,121 in 131 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
119 W 57th Street, Suite 1515, New York, NY 10019
http://www.oppvest.com
By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $626,970
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Oppenheimer + Close, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Mark Close, financial advisor New York NY
Mark H. Close
CRD#: 2414261
119 W 57th Street, Suite 1515, New York, NY 10019

Mark Close (CRD# 2414261) is an Investment Advisor Representative working at Oppenheimer + Close, LLC in New York, NY and has over 30 years of experience in the finance industry.

2
Stephen Farrell, financial advisor New York NY
Stephen M. Farrell
CRD#: 7401902
119 W 57th Street, Suite 1515, New York, NY 10019

Stephen Farrell (CRD# 7401902) is an Investment Advisor Representative working at Oppenheimer + Close, LLC in New York, NY and has 1 year of experience in the finance industry.

3
John Koller, financial advisor Arlington VT
John J. Koller
CRD#: 2400754
Arlington, VT

John Koller (CRD# 2400754) is an Investment Advisor Representative working at Oppenheimer + Close, LLC in Arlington, VT and has over 18 years of experience in the finance industry.

4
Carl Oppenheimer, financial advisor New York NY
Carl K. Oppenheimer
CRD#: 3139451
119 W 57th Street, Suite 1515, New York, NY 10019

Carl Oppenheimer (CRD# 3139451) is an Investment Advisor Representative working at Oppenheimer + Close, LLC in New York, NY and has over 18 years of experience in the finance industry.

5
Philip Oppenheimer, financial advisor Lakeville CT
Philip V. Oppenheimer
CRD#: 353146
17 Juniper Ledge Lane, Lakeville, CT 06039

Philip Oppenheimer (CRD# 353146) is an Investment Advisor Representative working at Oppenheimer + Close, LLC in Lakeville, CT and has over 44 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals