Obermeyer Wood Investment Counsel

Finance · Colorado, United States · 11-50 Employees

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Overview

Headquarters

501 Rio Grande Pl Ste 107, Aspen, Colora...

Phone Number

(970) 925-8747

Revenue

$5.1 Million

Industry

Finance Securities Trading

About Obermeyer Wood Investment Counsel

Obermeyer Wealth Partners is a boutique wealth management firm based in Colorado, offering personalized financial planning and investment management services. They cater to high-net-worth individuals and families, providing tailored strategies in areas such as retirement planning, tax strategy, and philanthropic planning. With a commitment to client success and a fee-only model, they prioritize unbiased financial guidance without commissions. Established in 1982, they serve clients across the country from their offices in Aspen, Denver, Steamboat Springs, and Vail.Explore more
Obermeyer Wood Investment Counsel's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Obermeyer Wood Investment Counsel Org Chart

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President & Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Obermeyer Wood Investment...

$5.1M
11-50
Private
-
1982
AP
Alexandra PhillipsPresident & Partner
$6.9M
11-50
Private
<$5M
2006
JC
John CanningChief Compliance Officer
<$5M
1-10
Private
-
2001
JE
Jack EkholmInvestment Advisor & Representative
<$5M
1-10
Private
-
1962
CB
Carl BeginChief Investment Officer
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Obermeyer Wood Investment Counsel Tech Stack

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Frequently Asked Questions Regarding Obermeyer Wood Investment Counsel

What is Obermeyer Wood Investment Counsel's official website?
Obermeyer Wood Investment Counsel's official website is www.obermeyerwood.com
What is Obermeyer Wood Investment Counsel's Revenue?
Obermeyer Wood Investment Counsel's revenue is $5.1 Million
What is Obermeyer Wood Investment Counsel's SIC code?
Obermeyer Wood Investment Counsel's SIC: 62,628
What is Obermeyer Wood Investment Counsel's NAICS code?
Obermeyer Wood Investment Counsel's NAICS: 52,523
How many employees does Obermeyer Wood Investment Counsel have?
Obermeyer Wood Investment Counsel has 11-50 employees
What industry does Obermeyer Wood Investment Counsel belong to?
Obermeyer Wood Investment Counsel is in the industry of: Finance, Securities Trading
What is Obermeyer Wood Investment Counsel competition?
Obermeyer Wood Investment Counsel top competitors include: Bristol Wealth Group, Mill Creek Capital Advisors, Paladin Financial
What technology does Obermeyer Wood Investment Counsel use?
Some of the popular technologies that Obermeyer Wood Investment Counsel uses are: goo.gl, reCAPTCHA, Salesforce Pardot, F5 Silverline DDoS Protection
How do I contact Obermeyer Wood Investment Counsel?
Obermeyer Wood Investment Counsel contact info: Phone number: (970) 925-8747 Website: www.obermeyerwood.com
What does Obermeyer Wood Investment Counsel do?

Obermeyer Wealth Partners is a boutique wealth management firm based in Colorado, offering personalized financial planning and investment management services. They cater to high-net-worth individuals and families, providing tailored strategies in areas such as retirement planning, tax strategy, and philanthropic planning. With a commitment to clien... t success and a fee-only model, they prioritize unbiased financial guidance without commissions. Established in 1982, they serve clients across the country from their offices in Aspen, Denver, Steamboat Springs, and Vail.Read More

What are Obermeyer Wood Investment Counsel social media links?
Obermeyer Wood Investment Counsel Linkedin page Obermeyer Wood Investment Counsel Facebook page
Is Obermeyer Wood Investment Counsel a public company?
Obermeyer Wood Investment Counsel is private company therefore does not currently have an official ticker symbol
See more information about Obermeyer Wood Investment Counsel

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