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Obermeyer Wood Investment Counsel LLLP
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CRD # | 110069 |
SEC # | 801-54953 |
CIK # | 0001349654 |
AUM | $1.9 BB (2023-03-29) |
Employees | 23 (61% Investors, 0% Brokers) |
Phone | 970-925-8747 |
Address | 501 Rio Grande Place Aspen, CO 81611 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 67.4 | |
GOOG | 1,482,566.4 | 57.7 | |
AON | 56,421.9 | 56.8 | |
UNH | 477,004.0 | 55.0 | |
MA | 309,583.1 | 53.7 | |
MCD | 179,584.2 | 48.9 | |
MASI | 7,608.0 | 43.9 | |
UNP | 133,995.4 | 40.4 | |
LMT | 111,953.9 | 38.5 | |
EQIX | 60,902.7 | 38.4 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 443 | 0.2 |
(b) Individuals (high net worth individuals) | 470 | 1.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 2 | 0.0 |
(h) Charitable organizations | 20 | 0.1 |
(i) State or municipal government entities | 1 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 20 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 2,344 | 1.9 |
By Discretionary | ||
Discretionary | 2,344 | 1.9 |
Non-Discretionary | 0 | 0.0 |
Total | 2,344 | 1.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1.9 | |
Total | 2,344 | 1.9 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001349654] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Glassman Wealth Services LLC
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|
VA | 1.9 |
McKinley Carter Wealth Services Inc
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|
WV | 1.9 |
Performance Wealth Partners LLC
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|
IL | 1.9 |
West Financial Services Inc
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|
VA | 1.9 |
Courier Capital LLC
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|
NY | 1.9 |
Beirne Wealth Consulting Services LLC
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|
CT | 1.9 |
Foundry Partners LLC
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|
MN | 1.9 |
SFMG LLC
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|
TX | 1.9 |
Windsor Advisory Group LLC
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|
OH | 1.9 |
Efficient Advisors LLC
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|
OH | 1.9 |