George WoodCRD 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.
Wells Fargo Clearing Services, LLC
Stifel, Nicolaus & Company, Incorporated
|Obermeyer Wood Investment Counsel Lllp||Aspen, CO||Sep 2014 - Current||3|
|Wood Investment Counsel, LLC||Denver, CO||Jul 2012 - Sep 2014||2|
|Wood & Company||Denver, CO||Jan 2007 - Jun 2012||5|
Total Assets Under Management1,488MILLIONS
Total Number of Accounts1,957ACCOUNTS
Average Account Value$760,377
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, HI, IL, MA, MT, NE, NH, NJ, NY, OR, TX, WA, WY
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