Philip
Oppenheimer
Oppenheimer + Close, LLC
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About this Advisor
Philip Oppenheimer is a financial advisor based in Lakeville, Connecticut, working with Oppenheimer + Close, LLC. Philip has previously held a position at Oppenheimer + Close, LLC. Philip has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Philip is part of Oppenheimer + Close, LLC, which operates out of Lakeville, Connecticut. The firm has 6 employees and manages assets totaling $82.1 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Oppenheimer + Close, LLC includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oppenheimer + Close, LLC Brokerage Details
$82,133,121
6
131
$626,970
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Philip Oppenheimer Work History
Oppenheimer + Close, LLC
Disclosures
Please visit the SEC profile of Philip Oppenheimer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oppenheimer + Close, LLC
Lakeville, CT
New York, NY
Arlington, VT
New York, NY
New York, NY
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