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- Custodian
- Stonex
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-30-1978
- Office Locations
- 1
Office Locations
About E. Magnus Oppenheim & Co. Inc.
E. Magnus Oppenheim & Co., Inc. is a New York-based boutique advisory firm serving retail and institutional clients, including entrepreneurs, with discretionary asset management, portfolio construction, and financial planning. Public filings indicate its SMA implementation is heavily ETF-based with modest cash allocations, and custody through StoneX.
Team overview
Insights
Client Personas
Services
Owner & Executives
Jonathan Edward Miller
Chief Compliance Officer, Chief Executive Officer, Director, Financial Professional
- CRD
- #4153196
- Ownership
- 75% or more
Salma Abdulla
MANAGING DIRECTOR
- CRD
- #4961794
- Ownership
- Less than 5%
Meridian focus
Ember matrix glacier
- CRD
- #44728
- Ownership
- 19.3%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,510,538 | $1,358,648 |
| Non-Discretionary | $0 | -- |
| Total | $9,510,538 | $1,358,648 |
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Separately Managed Accounts
Total SMA Asset: $9,510,538
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,508,074,299 | 45.0% |
| Cash | $1,843,201,921 | 55.0% |
| Total | $3,351,276,220 | 100.0% |