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William Patterson

OBERMEYER ASSET MANAGEMENT CO·ASPEN, Colorado
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501 RIO GRANDE PLACE, ASPEN, CO 81611CRD# 4374224Firm CRD# 110069
01

About

William Patterson is a registered financial advisor based in ASPEN, Colorado, affiliated with OBERMEYER ASSET MANAGEMENT CO. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
AUM
$2.4B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at OBERMEYER WOOD INVESTMENT COUNSEL, LLLP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4374224
Firm CRD# 110069
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Patterson offer?
William Patterson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ASPEN, Colorado for a consultation.
What are William Patterson's credentials?
William Patterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Patterson located?
William Patterson is based in ASPEN, Colorado, working with OBERMEYER ASSET MANAGEMENT CO. Their office serves clients in the ASPEN metropolitan area and surrounding communities.
How does William Patterson charge for services?
William Patterson'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 ASSET MANAGEMENT CO?
OBERMEYER ASSET MANAGEMENT CO 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 in ASPEN
David Anthony Cassells — GATEMORE CAPITAL MANAGEMENT LPLaurence John Kandel — OBERMEYER WOOD INVESTMENT COUNSEL, LLLPRoger David Hennefeld — OBERMEYER WOOD INVESTMENT COUNSEL, LLLPWalter Raymond Obermeyer — OBERMEYER WOOD INVESTMENT COUNSEL, LLLPDavid Bradley Hathaway — FAR VIEW CAPITAL MANAGEMENT, LLC
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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