Koji
Ikeda

Oppenheimer & Co. Inc

CRD#5846717
Investment Advisor
in New York, NY
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About this Advisor

Koji Ikeda is a chartered financial analyst operating in New York, New York, who has been in the advisory business for 13 years. Ikeda is currently employed by Oppenheimer & Co. Inc. Over the course of their career, Ikeda has held roles at Ports America, Roth Capital Partners, LLC and Oppenheimer & Co. Inc. Ikeda holds a Series 63 license, certifying them as a securities representative, and is able to operate in California. Oppenheimer & Co. Inc is a financial advisory business based in New York, New York. The investment advisory business has offices in 77 locations and a total of 2,740 people on staff. It administers $11 billion in assets under management across its 21,879 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to 92 charities and foundations. Of its 21,879 accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. Oppenheimer & Co. Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually vary depending on which services the firm provides the client. However, fees charged by Oppenheimer & Co. Inc most likely consist of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

85 Broad Street 25Th Floor,26Th Floor
New York, NY 10004

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$11,190,648,770

NY Average: $7,464,549,021
Total Number of Employees

2,740

NY Average: 88
Total Number of Accounts

21,879

NY Average: 3,892
Average Account Size

$511,479

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Koji Ikeda Work History

Koji has 13 years of experience.

2012 - Present (7 years)

Oppenheimer & Co. Inc

2010 - 2012 (2 years)

Roth Capital Partners, LLC

2005 - 2010 (5 years)

Ports America

Disclosures

Koji Ikeda has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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