Oppenheimer + Close, LLC
Oppenheimer + Close, LLC (CRD# 15168) is a financial advisory firm headquartered in New York, NY. They manage $82,133,121 in 131 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management82MILLION
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Total Number of Accounts131ACCOUNTS
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Average Account Value$626,970
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CT, DC, FL, MA, NH, NJ, NY, PA, TX
Mark Close (CRD# 2414261) is an Investment Advisor Representative working at Oppenheimer + Close, LLC in New York, NY and has over 30 years of experience in the finance industry.
Stephen Farrell (CRD# 7401902) is an Investment Advisor Representative working at Oppenheimer + Close, LLC in New York, NY and has 1 year of experience in the finance industry.
John Koller (CRD# 2400754) is an Investment Advisor Representative working at Oppenheimer + Close, LLC in New York, NY and has over 18 years of experience in the finance industry.
Carl Oppenheimer (CRD# 3139451) is an Investment Advisor Representative working at Oppenheimer + Close, LLC in New York, NY and has over 18 years of experience in the finance industry.
Philip Oppenheimer (CRD# 353146) is an Investment Advisor Representative working at Oppenheimer + Close, LLC in Lakeville, CT and has over 44 years of experience in the finance industry.