Obermeyer Wood Investment Counsel, Lllp

Obermeyer Wood Investment Counsel, Lllp (CRD# 110069) is a financial advisory firm headquartered in Aspen, CO. They manage $1,590,517,860 in 2,194 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,591
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Obermeyer Wood Investment Counsel, Lllp
Showing 1 - 10 of 10 top financial advisors.
1
Maia A. Babbs
CRD#: 4154898
501 Rio Grande Place, Suite 107, Aspen, CO 81611
96
Wealthminder
score

Maia Babbs (CRD# 4154898) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 16 years of experience in the finance industry.

2
John R. Goltermann
CRD#: 2145136
501 Rio Grande Place, Suite 107, Aspen, CO 81611
96
Wealthminder
score

John Goltermann (CRD# 2145136) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 25 years of experience in the finance industry.

3
Walter R. Obermeyer
CRD#: 4369855
501 Rio Grande Place, Suite 107, Aspen, CO 81611
93
Wealthminder
score

Walter Obermeyer (CRD# 4369855) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 10 years of experience in the finance industry.

4
Alexandra F. Phillips
CRD#: 2810726
501 Rio Grande Place, Suite 107, Aspen, CO 81611
93
Wealthminder
score

Alexandra Phillips (CRD# 2810726) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 19 years of experience in the finance industry.

5
Joseph S. Chin
CRD#: 4876311
200 Columbine Street, Suite 600, Denver, CO 80206
90
Wealthminder
score

Joseph Chin (CRD# 4876311) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Denver, CO and has 1 year of experience in the finance industry.

6
Roger D. Hennefeld
CRD#: 1459199
501 Rio Grande Place, Suite 107, Aspen, CO 81611
90
Wealthminder
score

Roger Hennefeld (CRD# 1459199) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has 1 year of experience in the finance industry.

7
Dana L. Nightingale
CRD#: 6164005
200 Columbine Street, Suite 600, Denver, CO 80206
90
Wealthminder
score

Dana Nightingale (CRD# 6164005) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Denver, CO and has 1 year of experience in the finance industry.

8
George F. Wood
CRD#: 2106601
200 Columbine Street, Suite 600, Denver, CO 80206
90
Wealthminder
score

George Wood (CRD# 2106601) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Denver, CO and has 1 year of experience in the finance industry.

9
George T. Wood
CRD#: 6142264
Haiku, HI
90
Wealthminder
score

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.

10
Lee W. Dines
CRD#: 4374613
200 Columbine Street, Suite 600, Denver, CO 80206
87
Wealthminder
score

Lee Dines (CRD# 4374613) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Denver, CO and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.