← Back to searchVisit website
E. MAGNUS OPPENHEIM & CO. INC.
CRD 14268 · SEC 801-14051
575 LEXINGTON AVENUE / 17TH FLOOR, NEW YORK, NY, 10022, United States
Phone
212-983-1818
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$9.5M
Discretionary AUM
$9.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingGENERAL INVESTMENT AND FINANCIAL ADVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $455K |
| High net worth individuals | 4 | $9.1M |
States served
NJ, NY
All web addresses on file
Official SEC filing: View on IAPD