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| Oppenheimer Asset Management Inc
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|
|---|---|
| CRD # | 105559 |
| SEC # | 801-31427 |
| CIK # | 0001269119 |
| AUM | $20.0 B (2025-07-10) |
| Employees | 134 (100% Investors, 41% Brokers) |
| Phone | 212-668-8000 |
| Address | 85 Broad Street New York, NY 10004 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
| VISA Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Citigroup Inc | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| Chevron Corp | 0.1 | ||
| Mastercard Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40,637 | 12.5 |
| (b) Individuals (high net worth individuals) | 1,821 | 4.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 541 | 0.4 |
| (h) Charitable organizations | 266 | 0.7 |
| (i) State or municipal government entities | 5 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 834 | 1.8 |
| (n) Other | 287 | 0.6 |
| Total | 44,391 | 20.0 |
| By Discretionary | ||
| Discretionary | 28,831 | 14.9 |
| Non-Discretionary | 15,560 | 5.0 |
| Total | 44,391 | 20.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 19.0 | |
| Total | 44,391 | 20.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001269119] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Baldwin Group Wealth Advisors LLC
✚
|
FL | 21.0 |
|
LeafHouse Financial Advisors LLC
✚
|
TX | 20.7 |
|
Matson Money Inc
✚
|
OH | 20.6 |
|
Highland Consulting Associates Inc
✚
|
OH | 20.2 |
|
Bahl & Gaynor Inc
✚
|
OH | 20.1 |
|
US Bancorp Investments Inc
✚
|
MN | 19.3 |
|
LPL Enterprise LLC
✚
|
SC | 18.9 |
|
Signature Estate & Investment Advisors LLC
✚
|
CA | 18.7 |
|
Wilmington Trust Investment Advisors Inc
✚
|
DE | 17.4 |
|
United Capital Financial Advisors LLC
✚
|
TX | 17.2 |