E. Magnus Oppenheim & Co Inc.

Overview

E. Magnus Oppenheim & Co. Inc. is a small, single-office financial firm that combines broker-dealer activities with accounting services and serves individual and family clients. The firm charges fees as a percentage of assets under management and reports that it does not operate as a multi-state adviser or an active ESG investor. Its reported affiliations span broker-dealer and adviser roles, accounting and insurance activity, and involvement as a sponsor or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices