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OPPENHEIMERFUNDS INC
CRD 104983 · SEC 801-8253
1331 SPRING STREET NW, SUITE 2500, ATLANTA, GA, 30309, United States
Phone
404-892-0896
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$828K
Discretionary AUM
$828K
Team
15 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
Yes
Services
Portfolio management (pooled vehicles)Selection of other advisersASSET ALLOCATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $828K |
States served
CO, GA, MA, NY, OH, OK, PA, TX
Official SEC filing: View on IAPD