Obermeyer Asset Management Co (Aspen)

Name: Obermeyer Asset Management Co
Address: 501 Rio Grande Place, Aspen, CO, 81611
Telephone: 970-925-8747

Obermeyer Asset Management Co is a large advisory firm based in Aspen. It manages $927.9 million of regulatory assets for 1,816 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 12 other states.

Obermeyer Asset Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Obermeyer Asset Management: assets under management

The assets under management (AUM) of Obermeyer Asset Management Co is $927.9 million. The firm's AUM has grown by 435% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $883.38 million in discretionary accounts and $44.52 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $494.06 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.59 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Obermeyer Asset Management Co for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Obermeyer Asset Management Co

Gregory Nelson Thomas has been acting as President since 1 Feb 1998. Alexandra Flynn Phillips joined the executive team most recently as the Senior Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brad Zanin	Vice president	1 Feb 1998	Other	4369863
Gregory Nelson Thomas	Director	1 Feb 1998	Other	445150
Walter Raymond Obermeyer	President	1 Feb 1998	75% - 100%	4369855
William Patterson	Director	1 Feb 1998	Other	4374224
John Robert Goltermann	Vice president	1 Dec 2000	Other	2145136
John Robert Goltermann	Senior vice president, chief compliance officer	1 Jan 2008	Other	2145136
Roger David Hennefeld	Vice president	1 Feb 2008	Other	1459199
Alexandra Flynn Phillips	Vice president	1 Feb 2008	Other	2810726
Laurence John Kandel	Vice president	1 Feb 2008	Other	2156275
Wade Hampton King	Vice president	1 Jan 2012	Other	2825290
Alexandra Flynn Phillips	Senior vice president	1 Feb 2012	Other	2810726

Based in Aspen

The principal office where Obermeyer Asset Management Co performs its advisory services is located at 501 Rio Grande Place, Aspen, CO 81611, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 970-925-8747 or by fax 970-925-8723. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.obermeyerasset.com.