Obermeyer Wood Investment Counsel

Finance · Colorado, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

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

Phone Number

(970) 925-8747

Revenue

$5.1 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
2
1
1
1

About Obermeyer Wood Investment Counsel

Obermeyer Wealth Partners is a boutique asset and wealth management firm based in Colorado, serving clients in Aspen, Denver, Steamboat, and Vail since 1982. They offer a range of tailored financial services including investment management, financial planning, risk management, and retirement planning, focusing on high-net-worth families. The firm prides itself on providing personalized, objective financial guidance without selling products or earning commissions. Their dedicated team of experienced advisors is committed to helping clients achieve financial peace of mind through customized strategies.Explore more
Obermeyer Wood Investment Counsel's Social MediaPopular SearchesObermeyer Wood Investment CounselObermeyer Wood Investment Counsel LLLPObermeyer Asset Management CoObermeyer Asset ManagementObermeyer WoodSIC Code 62,628NAICS Code 52,523Show more

Obermeyer Wood Investment Counsel Org Chart

PhoneEmail
NB
United States flag for contact location.

Vice President, Investments

PhoneEmail
BB
United States flag for contact location.

Partner. Vice President. Wealth Advisory and ...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
MH
United States flag for contact location.

Administration & Technology Manager, Portfoli...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Obermeyer Wood Investment Counsel your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Obermeyer Wood Investment Counsel

Compare insights from companies similar to Obermeyer Wood Investment Counsel, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Obermeyer Wood Investment...

$5.1M
11-50
Private
-
1982
NB
Nicholas BarnesVice President, Investments
$6.9M
11-50
Private
<$5M
2006
Richard Lunsford, President & Chief Financial Officer at Mill Creek Capital Advisors
Richard LunsfordPresident & Chief Financial Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2001
ER
Ellie RobisonFinancial Advisor
<$5M
1-10
Private
-
1962
JW
James WolfsbergSenior Vice President
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Obermeyer Wood Investment Counsel is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Obermeyer Wood Investment Counsel is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Obermeyer Wood Investment Counsel.

Obermeyer Wood Investment Counsel Tech Stack

A closer look at the technologies used by Obermeyer Wood Investment Counsel

Obermeyer Wood Investment Counsel News & Media

Read more news

Top Finance Companies

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: Montecito Capital Management Group, ETP Forum, Furlong Investment Solutions, Bristol Wealth Group
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 asset and wealth management firm based in Colorado, serving clients in Aspen, Denver, Steamboat, and Vail since 1982. They offer a range of tailored financial services including investment management, financial planning, risk management, and retirement planning, focusing on high-net-worth families. The firm p... rides itself on providing personalized, objective financial guidance without selling products or earning commissions. Their dedicated team of experienced advisors is committed to helping clients achieve financial peace of mind through customized strategies.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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.