E. MAGNUS OPPENHEIM & CO. INC.

Overview

E. Magnus Oppenheim & Co. Inc. is a small, fee-based wealth manager and broker‑dealer that centers its advisory work on individual and family clients. The firm’s reported asset mix shows a clear preference for liquid, equity-based exposures; equities are the primary allocation across managed accounts. Advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting, which suggests the firm serves both private households and select business clients. The firm is not an active ESG investor and is organized as a corporation with a domestic, individual owner structure. Investment activity is concentrated and straightforward: core equity exposures delivered through exchange‑listed instruments make up the bulk of advisory assets, while the firm maintains limited allocations to alternative vehicles—specifically commodities and fund‑of‑fund structures—and advises one private pooled vehicle classified as “Other.” Compensation is on a percentage‑of‑AUM basis, and the firm also performs broker‑dealer and accounting functions alongside its advisory practice.

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Location & Offices