George
Wood

Obermeyer Wood Investment Counsel, Lllp

CRD#6142264
Investment Advisor
in Haiku, HI

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About this Advisor

George Wood is a chartered financial analyst who works out of Haiku, Hawaii with a total of 9 years of relevant experience. Wood is on the advisory team at Obermeyer Wood Investment Counsel, Lllp. During their career, the advisor has held roles at Wood Investment Counsel, LLC and Obermeyer Wood Investment Counsel Lllp. Wood can operate in Colorado and Hawaii. Obermeyer Wood Investment Counsel, Lllp is a financial advisory company that has its headquarters in Aspen, CO. The firm has offices in two locations and a total of 23 financial advisors. It oversees $2 billion in total assets among its 2,344 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 20 charitable organizations. Of its 2,344 accounts, 49% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules usually vary depending on which services the firm provides the client. Fee types charged by Obermeyer Wood Investment Counsel, Lllp typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Haiku, HI

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Obermeyer Wood Investment Counsel, Lllp Brokerage Details

Total Assets Under Management

$1,886,992,273

HI Average: $2,349,664,866
Total Number of Employees

23

HI Average: 28
Total Number of Accounts

2,344

HI Average: 1,101
Average Account Size

$805,031

HI Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

George Wood Work History

George has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Obermeyer Wood Investment Counsel Lllp

2012 - 2014 (2 years)

Wood Investment Counsel, LLC

*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 George Wood 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

Dana Nightingale
Aspen, CO
George Wood
Haiku, HI
George Wood
Denver, CO
Alexandra Phillips
Aspen, CO
Lee Dines
Denver, CO
Brian Brady
Aspen, CO
Nicholas Barnes
Aspen, CO
Bret Hirsh
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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