Obermeyer Wood Investment Counsel, Lllp

Obermeyer Wood Investment Counsel, Lllp (CRD# 110069) is a financial advisory firm headquartered in Aspen, CO. They manage $2,140,738,646 in 2,344 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,141
    MILLION
  • Total Number of Accounts
    2,344
    ACCOUNTS
  • Average Account Value
    $913,284
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, HI, ID, IL, MA, MD, MI, MO, MT, NC, NE, NH, NJ, NY, OR, PA, TX, UT, VA, WA, WY

Financial Advisors at Obermeyer Wood Investment Counsel, Lllp
Showing 1 - 10 of 12 top financial advisors.
1
Lee W. Dines
CRD#: 4374613
200 Columbine Street, Suite 600, Denver, CO 80206

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.

2
Roger D. Hennefeld
CRD#: 1459199
501 Rio Grande Place, Suite 107, Aspen, CO 81611

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.

3
Bret R. Hirsh
CRD#: 4829322
501 Rio Grande Place, Suite 107, Aspen, CO 81611

Bret Hirsh (CRD# 4829322) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 5 years of experience in the finance industry.

4
Dana L. Nightingale
CRD#: 6164005
501 Rio Grande Place, Suite 107, Aspen, CO 81611

Dana Nightingale (CRD# 6164005) 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.

5
Walter R. Obermeyer
CRD#: 4369855
501 Rio Grande Place, Suite 107, Aspen, CO 81611

Walter Obermeyer (CRD# 4369855) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 18 years of experience in the finance industry.

6
Alexandra F. Phillips
CRD#: 2810726
501 Rio Grande Place, Suite 107, Aspen, CO 81611

Alexandra Phillips (CRD# 2810726) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 27 years of experience in the finance industry.

7
George T. Wood
CRD#: 6142264
Haiku, HI

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.

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

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
Brian S. Brady
CRD#: 7400479
501 Rio Grande Place, Suite 107, Aspen, CO 81611

Brian Brady (CRD# 7400479) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 2 years of experience in the finance industry.

10
Kim E. Brown
CRD#: 7458614
501 Rio Grande Place, Suite 107, Aspen, CO 81611

Kim Brown (CRD# 7458614) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 2 years of experience in the finance industry.

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