Oberweis Asset Management Inc.

Oberweis Asset Management Inc. (CRD# 105471) is a financial advisory firm headquartered in Lisle, IL. They manage $2,784,699,081 in 89 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,785
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $31,288,754
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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.

CA, FL, IL, TX

Financial Advisors at Oberweis Asset Management Inc.
Showing 1 - 6 of 6 top financial advisors.
1
David I. Covas
CRD#: 2790755
3333 Warrenville Road, Suite 500, Lisle, IL 60532
96
Wealthminder
score

David Covas (CRD# 2790755) is an Investment Advisor Representative working at Oberweis Asset Management Inc. in Lisle, IL and has over 20 years of experience in the finance industry. David Covas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dean D. Henricks
CRD#: 852571
3333 Warrenville Road, Suite 500, Lisle, IL 60532
93
Wealthminder
score

Dean Henricks (CRD# 852571) is an Investment Advisor Representative working at Oberweis Asset Management Inc. in Lisle, IL and has over 29 years of experience in the finance industry.

3
James W. Oberweis
CRD#: 2363059
3333 Warrenville Road, Suite 500, Lisle, IL 60532
93
Wealthminder
score

James Oberweis (CRD# 2363059) is an Investment Advisor Representative working at Oberweis Asset Management Inc. in Lisle, IL and has over 22 years of experience in the finance industry.

4
John C. Tyrpin
CRD#: 2590517
3333 Warrenville Road, Suite 500, Lisle, IL 60532
93
Wealthminder
score

John Tyrpin (CRD# 2590517) is an Investment Advisor Representative working at Oberweis Asset Management Inc. in Lisle, IL and has over 23 years of experience in the finance industry.

5
Scott V. Braser
CRD#: 5836218
3333 Warrenville Road, Suite 500, Lisle, IL 60532
90
Wealthminder
score

Scott Braser (CRD# 5836218) is an Investment Advisor Representative working at Oberweis Asset Management Inc. in Lisle, IL and has over 4 years of experience in the finance industry.

6
John P. Collins
CRD#: 2295567
3333 Warrenville Road, Suite 500, Lisle, IL 60532
81
Wealthminder
score

John Collins (CRD# 2295567) is an Investment Advisor Representative working at Oberweis Asset Management Inc. in Lisle, IL and has over 24 years of experience in the finance industry.

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