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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.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 31, 2026, reported AUM decreased 86.5%, from $70.4M to $9.5M.
Across 5 reported observations, AUM decreased 88.8% between December 6, 2022 and March 31, 2026, from $85.0M to $9.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 11 clients, or 11 clients per representative. That equates to $864.6K in reported AUM per client.
The profile lists 1 reported office location and 47 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Services
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The full E. Magnus Oppenheim & Co. Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Jonathan Edward Miller
Chief Executive Officer, Founder, President
- CRD
- #4153196
- Ownership
- 75% or more
Salma Abdulla
MANAGING DIRECTOR
- CRD
- #4961794
- Ownership
- Less than 5%
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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
SMA allocation detail is available
E. Magnus Oppenheim & Co. Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.