E. MAGNUS OPPENHEIM & CO. INC.

575 Lexington Avenue / 17th Floor
New York, New York 10022
Tel: 212-983-1818

About E. MAGNUS OPPENHEIM & CO. INC.

E MAGNUS OPPENHEIM & CO INC, formally registered with the SEC as E MAGNUS OPPENHEIM & CO INC. The firm was established in 08/30/1978. They have over 1 offices throughout the country.

E. MAGNUS OPPENHEIM & CO. INC. is a New York, New York based Financial Planning firm with nearly $63,923,555 assets under management, offering retirement planning & investment advisory services to 92 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	14268
SEC#	801-14051
Assets Managed by Firm	$63,923,555
No. of Clients	92
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (GENERAL INVESTMENT AND FINANCIAL ADVICE)

Firm Client Information

	No. of Clients	AUM
Firm Total	92	$63,923,555
Individuals (other than high net worth individuals)	19	$1,641,999
High net worth individuals	24	$35,648,677
Pension and profit sharing plans	1	$715,518

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