Oppenheimer Holdings Inc.

Oppenheimer Holdings Inc. is a middle-market investment bank and full-service broker-dealer. It provides a wide range of financial services including brokerage services for corporate equity and debt securities, money market instruments, exchange-traded options, municipal bonds, mutual funds, exchange-traded funds, precious metals, and unit investment trusts. The company also offers financial and wealth planning services, margin lending, and asset management services such as separately managed accounts, mutual fund managed accounts, discretionary portfolio management, and alternative investments. Additionally, Oppenheimer provides investment banking services including strategic advisory, capital markets products, merger and acquisition advisory, equity and debt capital markets, debt advisory and restructuring, and fund placement services. Its institutional services include equity sales and trading, equity research, equity derivatives, convertible bonds, event-driven sales and trading, portfolio and electronic trading, custody, clearing, prime services, fixed income sales and trading, public finance, and municipal trading. The firm also engages in proprietary trading and investment activities.

Oppenheimer Holdings Inc. is listed on the New York Stock Exchange (NYSE) under the ticker symbol OPY. Its financials are reported in US Dollars (USD), reflecting its primary operations in the United States. As a US-based company, all trading and transactions are conducted in USD, making it accessible to investors on the NYSE.

Oppenheimer Holdings Inc. operates in the Financial Services sector, specifically within the Capital Markets industry. This means the company is involved in facilitating capital raising, trading, and advisory services for corporations, institutions, and governments. As a capital markets firm, Oppenheimer provides brokerage, investment banking, and asset management services, acting as an intermediary between investors and issuers. Its activities include underwriting securities, providing research, and offering trading and advisory solutions.

Oppenheimer Holdings Inc. is headquartered in the United States, as indicated by its country and region being listed as 'United States' and 'us'. The company primarily serves the US market, focusing on middle-market clients. As a full-service broker-dealer and investment bank, it caters to individual investors, institutions, and corporate clients across the country. Its services span brokerage, wealth planning, asset management, and investment banking, with a strong emphasis on the US capital markets.

Oppenheimer Holdings generates revenue through multiple streams typical of a full-service investment bank and broker-dealer. Key sources include commissions and fees from brokerage services covering equities, fixed income, options, mutual funds, and ETFs. It also earns underwriting fees from investment banking activities such as equity and debt capital markets, merger and acquisition advisory, and fund placement. Asset management fees come from separately managed accounts, mutual fund managed accounts, and discretionary portfolio management programs. Additionally, the company earns interest income from margin lending and proprietary trading activities. Other revenue includes fees from custody, clearing, and prime services provided to institutional clients.