Oberdorfer Financial
Firm details
- Headquarters
- ,
- CRD number
- 329938
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.19%
- Individuals6.81%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Oberdorfer Financial operates as an independent, individual-owned RIA organized as an LLC serving primarily individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. It bills through asset-based fees as well as hourly and fixed-fee arrangements. Oberdorfer Financial is also registered as a real estate broker and identifies as an active ESG investor. The firm does not position itself as a capital allocator and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Matthew Oberdorfer
Founder & CEOCRD 7874931
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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