The read at a glance
Computed from the FY2025 annual filing. Full history and the components behind each score are in the app.
Where the revenue comes from
Fiscal 2025, as OPPENHEIMER HOLDINGS INC reports it. History and quarterly detail are in the app.
- Advisory fees$555.4M
- Commissions from sales and trading$431.4M
- Investment banking - capital markets$152.9M
- Bank Deposit Sweep Income$114.8M
- Investment banking - advisory$113.5M
Leadership changes
From OPPENHEIMER HOLDINGS INC's own filings, the day they're filed.
- Paul Friedman · Director · appointmenteff. 2025-02-27
- Robert S. Lowenthal · CEO · appointmenteff. 2025-02-27
- Albert G. Lowenthal · Chief Executive Officer · departureeff. 2025-02-27
Latest filings
- 8-K · Company announcement2026-08-03
- 10-Q · Quarterly report2026-07-31
- 8-K · Company announcement2026-07-31
- 8-K · Company announcement2026-05-05
- 8-K · Company announcement2026-05-04
In the full recordFree for 14 days
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about OPPENHEIMER HOLDINGS INC, every answer cited to the official filings🔒
- The Intelligence Brief — added when OPPENHEIMER HOLDINGS INC's brief passes our SEC-figure check🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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