George
Wood
Obermeyer Wood Investment Counsel, Lllp
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About this Advisor
George Wood is a financial advisor based in Haiku, Hawaii, working with Obermeyer Wood Investment Counsel, Lllp. George has previously held positions at Wood Investment Counsel, LLC and Obermeyer Wood Investment Counsel, Lllp. George is registered to provide services in Colorado and Hawaii. Currently, George is part of Obermeyer Wood Investment Counsel, Lllp, which operates out of Haiku, Hawaii. The firm has 3 offices and 24 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Obermeyer Wood Investment Counsel, Lllp includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Obermeyer Wood Investment Counsel, Lllp Brokerage Details
$2,387,030,933
24
2,385
$1,000,852
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
George Wood Work History
Obermeyer Wood Investment Counsel Lllp
Wood Investment Counsel, LLC
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
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Denver, CO
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