Unclaimed Profile

Adam Maxwell Savin

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP·ASPEN, Colorado

Series 7, Series 24, Series 55, Series 63, Series 65Clean record14 years registeredOBERMEYER WOOD INVESTMENT COUNSEL, LLLP

501 RIO GRANDE PLACE, ASPEN, CO 81611CRD# 2298399Firm CRD# 110069

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Maxwell Savin · ASPEN, CO

Registration

CRD #2298399 · OBERMEYER WOOD INVESTMENT COUNSEL, LLLP · 14 years registered

Brand Profile

Not yet started

Career History

OBERMEYER WEALTH PARTNERS

Feb 2024 – present

BOOTH CREEK CAPITAL MANAGEMENT LP

Jun 2012 – Feb 2024

AVON, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 55

Series 63

Series 65

Registration record

First registered · June 27, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

CRD 110069 · SEC 801-54953

AUM

$2.4B

Regulatory assets under management

Employees

2,385 client accounts

Services offered by OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OBERMEYER WOOD INVESTMENT COUNSEL, LLLP →

Introduction

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Frequently Asked Questions

What services does Adam Maxwell Savin offer?

Adam Maxwell Savin specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ASPEN, Colorado for a consultation.

What are Adam Maxwell Savin's credentials?

Adam Maxwell Savin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Maxwell Savin located?

Adam Maxwell Savin is based in ASPEN, Colorado, working with OBERMEYER WOOD INVESTMENT COUNSEL, LLLP. Their office serves clients in the ASPEN metropolitan area and surrounding communities.

How does Adam Maxwell Savin charge for services?

Adam Maxwell Savin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OBERMEYER WOOD INVESTMENT COUNSEL, LLLP?

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP has approximately 24 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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