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Last updated: January 21st, 2020. Data source: SEC filings.
Obermeyer Wood Investment Counsel, federally registered in 1997, is a Registered Investment Advisor (RIA) in 16 state(s) with a licensed staff of 9 advisors. Obermeyer Wood Investment Counsel manages $1.3 billion and provides investment advisory services for 794 clients (1:89 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||9|
|Percentage of Advisors Trusted||89%|
|Average Client Balance||$1,695,944|
|Total AUM||$1.3 billion|
|Advisor / Client Ratio||1:89|
|SEC Filings||Forms and Brochures (CRD # 110069)|
|State(s) Registered||AZ, CA, CO, FL, HI, IL, MA, MT, NE, NH, NJ, NY, OR, TX, WA, WY|