Overview
Assets Under Management: $93 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 61
Average Client Assets: $1.3 million
Frequently Asked Questions
OPPENHEIMER + CLOSE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #15168), OPPENHEIMER + CLOSE, LLC is subject to fiduciary duty under federal law.
OPPENHEIMER + CLOSE, LLC is headquartered in NEW YORK, NY.
OPPENHEIMER + CLOSE, LLC serves 61 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, OPPENHEIMER + CLOSE, LLC offers financial planning and portfolio management for individuals. View all service details ↓
OPPENHEIMER + CLOSE, LLC manages $93 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, OPPENHEIMER + CLOSE, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.46%
Average Client Assets: $1.3 million
Total Client Accounts: 127
Discretionary Accounts: 125
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 15168
Filing ID: 2083462
Last Filing Date: 2026-03-27 12:07:34