Oppenheimer Asset Management

Oppenheimer Asset Management (CRD# 105559) is a financial advisory firm headquartered in New York, NY. They manage $18,772,006,068 in 43,564 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    18,772
    MILLION
  • Total Number of Accounts
    43,564
    ACCOUNTS
  • Average Account Value
    $430,906
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Oppenheimer Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Leo J. Dierckman
CRD#: 4825963
630 West Carmel Drive, Suite 250, Carmel, IN 46039

Leo Dierckman (CRD# 4825963) is an Investment Advisor Representative working at Oppenheimer Asset Management in Carmel, IN and has over 19 years of experience in the finance industry.

2
Michael D. Richman
CRD#: 2342240
630 West Carmel Drive, Suite 250, Carmel, IN 46039

Michael Richman (CRD# 2342240) is an Investment Advisor Representative working at Oppenheimer Asset Management in Carmel, IN and has over 30 years of experience in the finance industry.

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