Obermeyer Wood Investment Counsel LLLP

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Obermeyer Wood Investment Counsel LLLP
CRD #110069
SEC #801-54953
CIK #
AUM $1.3 BB (100% Disc, 98% US)
Employees18 (50% Investors, 0% Brokers)
Phone970-925-8747
Address501 Rio Grande Place
Aspen, CO 81611
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
17101368102668434202000200620132020
Sector Holding Cap ($MM) Value ($MM)
INTC239,910.040.7
IDTI6,250.040.5
BLL18,590.039.7
UNH233,310.036.9
IFF13,470.035.9
NKE135,060.035.5
TROW23,410.035.3
AON39,530.034.8
BAC279,520.034.6
MCD138,580.030.1
View All
Holdings by Sector ($)
0.90.70.50.40.20.02014201620182020
Comparable Firms State AUM ($BB)
Integrated Wealth Concepts LLC
MA 1.4
Cookson Peirce & Co Inc
PA 1.4
Highline Wealth Management LLC
MD 1.4
Minot Deblois Advisors LLC
MA 1.3
Heartland Advisors Inc
WI 1.3
Bear Creek Inc
WY 1.3
Vista Capital Partners Inc
OR 1.3
Michael W Cook Asset Management Inc
TN 1.3
Dundas Partners LLP
1.3
Adviser Investment Management Inc
MA 1.3
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