Brian
Brady
Obermeyer Wood Investment Counsel, Lllp
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About this Advisor
Brian Brady is a financial advisor based in Aspen, Colorado, working with Obermeyer Wood Investment Counsel, Lllp. Brian has previously held positions at Obermeyer Wood Investment Counsel, Vertafore, Inc, Us-Ireland Alliance, and Planned Unemployment. Brian has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Brian is part of Obermeyer Wood Investment Counsel, Lllp, which operates out of Aspen, Colorado. The firm has 3 offices and 24 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Obermeyer Wood Investment Counsel, Lllp includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Obermeyer Wood Investment Counsel, Lllp Brokerage Details
$2,387,030,933
24
2,385
$1,000,852
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Brian Brady Work History
Obermeyer Wood Investment Counsel
Vertafore, Inc
Us-Ireland Alliance
Planned Unemployment
Disclosures
Please visit the SEC profile of Brian Brady to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Obermeyer Wood Investment Counsel, Lllp
Aspen, CO
Aspen, CO
Aspen, CO
Aspen, CO
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Denver, CO
Aspen, CO
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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