Oppenheimerfunds Inc.

Oppenheimerfunds Inc. (CRD# 104983) is a financial advisory firm headquartered in New York, NY. They manage $195,227,762,278 in 137 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    195,228
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $1,425,020,163
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
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.

CO, MA, NY, OH, OK, PA

Financial Advisors at Oppenheimerfunds Inc.
No Advisor Found.
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