OBERDORFER FINANCIAL

OBERDORFER FINANCIAL is an SEC-registered investment adviser (CRD 329938). Regulatory assets under management: $4.8M.

Registration

• CRD: 329938
• Type: Registered investment adviser
• Phone: 614-350-1902
• Latest filing: 2026-07-09
• Regulatory AUM: $4.8M
• Discretionary AUM: $4.8M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329938 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search