Obermeyer Wood Investment Counsel, LLLP

Company Profile

Website

Location

Fiscal year end

Former names

Obermeyer Asset Management Co

SEC CIK

IRS number

841436016

SEC advisor number

801-54953

FINRA CRD number

110069

AUM ?

$1.89 bn (as of 2 Jun 23)

Accounts

2,344 (as of 2 Jun 23)

Employees

23 (14 investment advisory or research)

Address

Obermeyer Wood Investment Counsel, LLLP
501 RIO GRANDE PLACE #107
ASPEN
CO 81611

Office hours

Monday - Friday, 8:00AM TO 5:00PM

Phone

970-925-8747

Brochures

Owner	Title	From	%Ownership
Obermeyer, Walter, Raymond	General Partner, Co-founder and President	10/2014	< 5%
Hennefeld, Roger, David	Limited Partner and Vice President	02/2008	< 5%
Phillips, Alexandra, Flynn	Limited Partner and Executive Vice President	10/2014	5-10%
Walter R. Obermeyer Holdings, Inc.	Managing Member	10/2014	50-75%
Wood, George, Francis	Co-founder Emeritus	10/2014	5-10%
Wood, George, Tod	Limited Partner and Vice President	10/2014	< 5%
Dines, Lee, Worsham	Limited Partner and Senior Vice President	10/2014	5-10%
Obermeyer, Walter, Raymond	Principal	10/2014	50-75%
Rugg, Charlton, Alexander	Chief Compliance Officer	03/2017	< 5%
Nightingale, Dana, Lyn	Limited Partner and Vice President	01/2017	< 5%
Hirsh, Bret, Rosensweig	Limited Partner and Vice President	08/2018	< 5%