George Wood, financial advisor Haiku HI
90 score

George Wood

CRD Number: 6142264
Current Firm: Obermeyer Wood Investment Counsel, Lllp

George Wood (CRD# 6142264) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Haiku, HI and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Obermeyer Wood Investment Counsel Lllp Aspen, CO Sep 2014 - Current 2
Wood Investment Counsel, LLC Denver, CO Jul 2012 - Sep 2014 2
Wood & Company Denver, CO Jan 2007 - Jun 2012 5
Japan Advisory Ltd. Tokyo, Oct 2003 - Dec 2006 3

George Wood has no recent exams reported.
Contact Info for George T. Wood
Phone Number: 970-925-8747
Registered State(s):
  • CO
  • HI
By the Numbers
  • Total Assets Under Management
    1,591
    MILLIONS
  • Total Number of Accounts
    2,194
    ACCOUNTS
  • Average Account Value
    $724,940
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, FL, HI, IL, MA, MT, NE, NH, NJ, NY, OR, TN, TX, VA, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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