Obermeyer Wood Investment Counsel, Lllp is a distinguished local investment advisory firm headquartered in Aspen, CO, with an extensive presence spanning three offices. With a team of 23 skilled professionals, 14 of whom specialize in providing expert investment advisory services, the firm is dedicated to delivering superior financial solutions to its clients.
Impressively, Obermeyer Wood Investment Counsel, Lllp maintains an average of approximately $134,790,000 in assets under management per investment advisor, a figure significantly higher than the industry average. This demonstrates their commitment to achieving outstanding results for their clients by effectively managing their financial portfolios.
The firm's compensation structure encompasses various approaches, including a percentage of assets under management. Although 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the expertise and capacity to efficiently handle employer funds. Additionally, Obermeyer Wood Investment Counsel, Lllp manages all of their assets on a discretionary basis, further emphasizing their commitment to providing comprehensive and tailored investment strategies.
Primarily serving high net worth individuals, the firm boasts an impressive client base of over 440 individuals, with assets under management exceeding $1,886,992,000. This reflects the trust and confidence that clients place in Obermeyer Wood Investment Counsel, Lllp to navigate the complexities of the financial market and generate favorable outcomes.
Obermeyer Wood Investment Counsel, Lllp takes pride in its seasoned team of advisors, including Alexandra Phillips, Walter Obermeyer, and Roger Hennefeld, who bring extensive experience and expertise to the firm. Their longevity with the company is a testament to the strong culture and commitment to excellence at Obermeyer Wood Investment Counsel, Lllp.