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OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
ASPEN, Colorado
·
17 registered advisors
·
CRD# 110069
SEC# 801-54953
3
970-925-8747
01
Firm Overview
AUM
$2.4B
Regulatory assets under management
Employees
24
Total firm employees
Advisors
17
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at OBERMEYER WOOD INVESTMENT COUNSEL, LLLP
17 registered advisors
Adam Maxwell Savin
ASPEN, Colorado
CRD# 2298399
Alexandra Flynn Phillips
ASPEN, Colorado
CRD# 2810726
Bret Rosensweig Hirsh
ASPEN, Colorado
CRD# 4829322
Charlton Alexander Rugg
ASPEN, Colorado
CRD# 6774892
Dana Lyn Nightingale
ASPEN, Colorado
CRD# 6164005
George Francis Wood
ASPEN, Colorado
CRD# 2106601
George Tod Wood
ASPEN, Colorado
CRD# 6142264
John Robert Goltermann
ASPEN, Colorado
CRD# 2145136
Joseph Shi-Ping Chin
ASPEN, Colorado
CRD# 4876311
Laurence John Kandel
ASPEN, Colorado
CRD# 2156275
Lee Worsham Dines
ASPEN, Colorado
CRD# 4374613
Maia Andrea Babbs
ASPEN, Colorado
CRD# 4154898
Mary Anne Elisberg
ASPEN, Colorado
CRD# 1079300
Roger David Hennefeld
ASPEN, Colorado
CRD# 1459199
Wade Hampton King
ASPEN, Colorado
CRD# 2825290
Walter Raymond Obermeyer
ASPEN, Colorado
CRD# 4369855
William Patterson
ASPEN, Colorado
CRD# 4374224
05
Office Locations
ASPEN, Colorado
17 advisors
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Data sourced from SEC Form ADV filings. OBERMEYER WOOD INVESTMENT COUNSEL, LLLP (CRD# 110069) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.