Unclaimed Profile

Bret Rosensweig Hirsh

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP·ASPEN, Colorado

Series 65Clean record7 years registeredOBERMEYER WOOD INVESTMENT COUNSEL, LLLP

501 RIO GRANDE PLACE, ASPEN, CO 81611CRD# 4829322Firm CRD# 110069

Profile Verification

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

Identity

Bret Rosensweig Hirsh · ASPEN, CO

Registration

CRD #4829322 · OBERMEYER WOOD INVESTMENT COUNSEL, LLLP · 7 years registered

Brand Profile

Not yet started

Career History

OBERMEYER WEALTH PARTNERS

Aug 2018 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 21, 2018

Years registered · 7

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 Bret Rosensweig Hirsh offer?

Bret Rosensweig Hirsh specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ASPEN, Colorado for a consultation.

What are Bret Rosensweig Hirsh's credentials?

Bret Rosensweig Hirsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bret Rosensweig Hirsh located?

Bret Rosensweig Hirsh 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 Bret Rosensweig Hirsh charge for services?

Bret Rosensweig Hirsh'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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