Trio managing $421 million at Oppenheimer launch RIA
The newly minted advisory firm, Oxler Private Wealth, has chosen Pershing as its custodian
A three-adviser team managing $421 million at Oppenheimer in New York, has formed Oxler Private Wealth, a registered investment adviser that will use Pershing as its custodian.
A family-run business, Oxler’s principals are Jonathan Nadler, his daughter, Jessica Demler, and her brother-in-law, Masahiro Yamazaki.
TruClarity Management Solutions assisted in the move.
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