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Alexandra Flynn Phillips

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP·ASPEN, Colorado
Series 7, Series 63, Series 65Clean record20 years registeredOBERMEYER WOOD INVESTMENT COUNSEL, LLLP
501 RIO GRANDE PLACE, ASPEN, CO 81611CRD# 2810726Firm CRD# 110069

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexandra Flynn Phillips · ASPEN, CO
Registration
CRD #2810726 · OBERMEYER WOOD INVESTMENT COUNSEL, LLLP · 20 years registered
Brand Profile
Not yet started
01

Career History

OBERMEYER WEALTH PARTNERS
Dec 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · December 19, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
CRD 110069 · SEC 801-54953
AUM
$2.4B
Regulatory assets under management
Employees
24
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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05

Frequently Asked Questions

What services does Alexandra Flynn Phillips offer?
Alexandra Flynn Phillips specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ASPEN, Colorado for a consultation.
What are Alexandra Flynn Phillips's credentials?
Alexandra Flynn Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexandra Flynn Phillips located?
Alexandra Flynn Phillips 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 Alexandra Flynn Phillips charge for services?
Alexandra Flynn Phillips'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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Other Advisors at OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

Roger David Hennefeld
ASPEN, CO
Laurence John Kandel
ASPEN, CO
John Robert Goltermann
ASPEN, CO
CFA
Walter Raymond Obermeyer
ASPEN, CO
George Francis Wood
ASPEN, CO
Adam Maxwell Savin
ASPEN, CO

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Research
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