Brian
Brady
Obermeyer Wood Investment Counsel, Lllp
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About this Advisor
Brian Brady is a financial advisor who works in Aspen, Colorado who has 2 years of relevant experience. Brady currently works for Obermeyer Wood Investment Counsel, Lllp. Their career trajectory has included roles at Obermeyer Wood Investment Counsel, Vertafore, Inc, Us-Ireland Alliance, United States House Of Representatives and Planned Unemployment. Brady holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Colorado. Obermeyer Wood Investment Counsel, Lllp is a firm operating out of Aspen, CO. The company has offices in two locations and a total of 23 advisors. It manages $2 billion in total assets across its 2,344 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 20 charities and foundations. Of its 2,344 accounts, 49% belong to high-net-worth clients who have at least $1 million in assets. Obermeyer Wood Investment Counsel, Lllp provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fee types billed by Obermeyer Wood Investment Counsel, Lllp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Obermeyer Wood Investment Counsel, Lllp Brokerage Details
$1,886,992,273
23
2,344
$805,031
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Brian Brady Work History
Brian has been registered as a financial advisor for 2 years.*
Obermeyer Wood Investment Counsel
Vertafore, Inc
Us-Ireland Alliance
Planned Unemployment
United States House Of Representatives
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Denver, CO
Haiku, HI
Denver, CO
Aspen, CO
Aspen, CO
Aspen, CO
Aspen, CO
The content in this profile was updated by SmartAsset on 4/16/2023. 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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