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James Walter Oberweis

OBERWEIS ASSET MANAGEMENT INC·LISLE, Illinois
Clean recordOBERWEIS ASSET MANAGEMENT INC
3333 WARRENVILLE ROAD, LISLE, IL 60532CRD# 2363059Firm CRD# 105471

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Walter Oberweis · LISLE, IL
Registration
CRD #2363059 · OBERWEIS ASSET MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at OBERWEIS ASSET MANAGEMENT INC

James Donald Oberweis
LISLE, IL
Thomas Patrick Joyce
LISLE, IL
Eric Vicary Hannemann
LISLE, IL
Patrick Brian Joyce
LISLE, IL

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Research
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