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).

Current Firm Details
501 Rio Grande Place, Suite 107, Aspen, CO 81611
http://www.obermeyerwood.com
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 11 - 12 of 12 top financial advisors.
11
Brooke Perkins, financial advisor Aspen CO
Brooke M. Perkins
CRD#: 6519113
501 Rio Grande Place, Suite 107, Aspen, CO 81611

Brooke Perkins (CRD# 6519113) 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.

12
Patrick Yarborough, financial advisor Aspen CO
Patrick G. Yarborough
CRD#: 6353589
501 Rio Grande Place, Suite 107, Aspen, CO 81611

Patrick Yarborough (CRD# 6353589) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 9 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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