Nicholas
Barnes
Obermeyer Wood Investment Counsel, Lllp
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About this Advisor
Nicholas Barnes is a chartered financial analyst operating in Aspen, Colorado with a total of 2 years of industry experience. Barnes is currently employed by Obermeyer Wood Investment Counsel, Lllp. Over the course of their career, they have held roles at Avondale Partners, Boston Financial, Obermeyer Wood Investment Counsel Lllp and Vantage Investment Partners. Barnes holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Colorado. Obermeyer Wood Investment Counsel, Lllp is a financial advisory company operating out of Aspen, CO. It has offices in two locations and a total of 23 employees. It has $2 billion in assets across its 2,344 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 20 charities and foundations. Of its 2,344 client accounts, 49% are associated with high-net-worth individuals who have more than $1 million in assets. Obermeyer Wood Investment Counsel, Lllp offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees depend 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
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
Nicholas Barnes Work History
Nicholas has been registered as a financial advisor for 2 years.*
Obermeyer Wood Investment Counsel Lllp
Avondale Partners
Vantage Investment Partners
Boston Financial
*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 Nicholas Barnes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Aspen, CO
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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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