Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Profile Age
188 days old
General
Location
St. Louis, MO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$400,000,000.00
Gross Revenue
$1,900,000.00
# of Accounts
1,000
Avg Client Age
52
Overview

The Aletheia Private Client Group is a team of six under the umbrella of Oppenheimer & Co. Inc. Our team has over 100 years of experience and backgrounds are ___ CFA, two CFP candidates along with one being a former investment banker and another with 35 years in the industry (2 SAs). Our model is to break the mold of Wall Street when it comes to allocation, planning, transparency of fees, et al. The Oppenheimer Umbrella allows us to do all of these things exceptionally well. We are looking to integrate/purchase practices in which deep comprehensive planning and investment allocation are of main consideration.

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