Obermeyer Wood Investment Counsel

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Trust Score 98%
Trust Score  info_outline

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.

Last updated: October 16th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor Lee Worsham Dines
Avg Advisor Trust Score 98
Avg Advisor Years Registered 9
Minimum Investment $1,000,000
Average Client Balance $1,695,944
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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