AdvisorOS Directory
Claim Profile
JO

James Walter Oberweis

OBERWEIS ASSET MANAGEMENT INC·LISLE, Illinois
Unclaimed Profile
3333 WARRENVILLE ROAD, LISLE, IL 60532CRD# 2363059Firm CRD# 105471
01

About

James Walter Oberweis is a registered financial advisor based in LISLE, Illinois, affiliated with OBERWEIS ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
OBERWEIS ASSET MANAGEMENT INC
OBERWEIS ASSET MANAGEMENT INC
AUM
$3.0B
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at OBERWEIS ASSET MANAGEMENT INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: PROVIDE MODEL PORTFOLIO DATA TO CLIENTS
Regulatory
SEC/IARD CRD# 2363059
Firm CRD# 105471
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LISLE?

Browse all registered financial advisors in LISLE, Illinois or claim this profile if it's yours.

Browse LISLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Walter Oberweis offer?
James Walter Oberweis specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LISLE, Illinois for a consultation.
What are James Walter Oberweis's credentials?
James Walter Oberweis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Walter Oberweis located?
James Walter Oberweis is based in LISLE, Illinois, working with OBERWEIS ASSET MANAGEMENT INC. Their office serves clients in the LISLE metropolitan area and surrounding communities.
How does James Walter Oberweis charge for services?
James Walter Oberweis's firm is compensated through percentage of aum, other: provide model portfolio data to clients. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OBERWEIS ASSET MANAGEMENT INC?
OBERWEIS ASSET MANAGEMENT INC has approximately 32 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LISLE
Sean Thomas Sebold — SEBOLD CAPITAL MANAGEMENT, INCKristopher Charles Kessler — CHICAGO CAPITAL MANAGEMENT ADVISORS, LLCJeffery Brian Harper — OPUS WEALTH PARTNERS, LLCBruce Rudolph Albelda — GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLCWilliam Belden — AMPLIFY INVESTMENTS LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile