Oldenburg Investment Professionals

Overview

Oldenburg Investment Professionals is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s stated clients are individuals and families; its advisory services focus on financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and is not structured as a capital allocator. Business activities are listed as “Law firm,” which indicates the advisory practice may be run by or alongside legal professionals. The firm is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices