James
Oberweis
Oberweis Asset Management Inc
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About this Advisor
James Oberweis is a financial advisor who works out of Lisle, Illinois with a total of 26 years of industry experience. Oberweis is currently employed by Oberweis Asset Management Inc. Over the course of their career, they have held roles at Oberweis Asset Management Inc and Oberweis Securities, Inc. Oberweis holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Illinois and Texas. Oberweis Asset Management Inc is a business based in Lisle, IL. It controls $3 billion in assets under management across its 124 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 124 client accounts, 36% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Oberweis Asset Management Inc provides a broad array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fees largely vary depending on the services. However, fee types billed by Oberweis Asset Management Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oberweis Asset Management Inc Brokerage Details
$2,602,359,035
32
124
$20,986,766
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
James Oberweis Work History
James has been registered as a financial advisor for 26 years.*
Oberweis Securities, Inc
Oberweis Asset Management Inc
*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 James Oberweis 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 Oberweis Asset Management Inc
Lisle, IL
Lisle, IL
Lisle, IL
Lisle, IL
Lisle, IL
Lisle, IL
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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