Oppenheimer & Co. Inc
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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
Years of Experience
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Oppenheimer & Co. Inc Brokerage Details
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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.
Oppenheimer & Co. Inc
Roth Capital Partners, LLC
Koji Ikeda has no disclosures.
Please visit their SEC profile for more details.