Obermeyer Wood Investment Counsel Review


Trust Score 98%
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Last updated: June 11th, 2019. 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.

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Firm Information


Feature Value
Minimum Investment $1,000,000
Average Client Balance $1,695,944
Hybrid Advisor No
Disciplinary History No
Total AUM $1.3 billion
Advisor / Client Ratio 1:89
Headquarters Aspen, CO
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


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