Oberweis Asset Management Inc.

Oberweis Asset Management Inc. (CRD# 105471) is a financial advisory firm headquartered in Lisle, IL. They manage $2,509,680,860 in 92 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,510
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $27,279,140
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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, NY, TX

Financial Advisors at Oberweis Asset Management Inc.
Showing 1 - 3 of 3 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 19 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
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 20 years of experience in the finance industry.

3
John P. Collins
CRD#: 2295567
3333 Warrenville Road, Suite 500, Lisle, IL 60532
84
Wealthminder
score

John Collins (CRD# 2295567) 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.

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