Oppenheimer Asset Management Inc

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Assets, Funds, Holdings

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CAFR Data
Oppenheimer Asset Management Inc
CRD #105559
SEC #801-31427
CIK #
AUM $13.4 BB (70% Disc, 96% US)
Employees118 (100% Investors, 42% Brokers)
Phone212-667-4395
Address85 Broad Street
New York, NY 10004
Source [IAPD] [Website]
Total AUM ($BB)
151296302000200620132020
Sector Holding Cap ($MM) Value ($MM)
GBIL176.6
BIL58.3
MSFT865,660.042.7
VOD49,900.040.4
IJH40.0
IJR39.7
LBTYK18,030.036.6
JNJ369,000.035.7
JPM341,670.031.2
GM54,430.029.8
View All
Holdings by Sector ($)
3.93.12.31.60.80.02014201620182020
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CA 13.9
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IL 13.8
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IL 13.7
Wealthfront Advisers LLC
CA 13.6
Vulcan Value Partners LLC
AL 13.2
Westwood Management Corp
TX 13.2
Westfield Capital Management Co Inc
MA 13.2
BBVA Privanza Banco SA
13.1
Sprucegrove Investment Management Ltd
12.9
Mercantile Capital Advisors Inc
MD 12.9
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