Overview
Assets Under Management: $3.0 billion
Headquarters: LISLE, IL
High-Net-Worth Clients: 44
Average Client Assets: $1.5 million
Frequently Asked Questions
OBERWEIS ASSET MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105471), OBERWEIS ASSET MANAGEMENT INC is subject to fiduciary duty under federal law.
OBERWEIS ASSET MANAGEMENT INC is headquartered in LISLE, IL.
OBERWEIS ASSET MANAGEMENT INC serves 44 high-net-worth clients according to their SEC filing dated October 18, 2024. View client details ↓
According to their SEC Form ADV, OBERWEIS ASSET MANAGEMENT INC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
OBERWEIS ASSET MANAGEMENT INC manages $3.0 billion in client assets according to their SEC filing dated October 18, 2024.
According to their SEC Form ADV, OBERWEIS ASSET MANAGEMENT INC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 2.12%
Average Client Assets: $1.5 million
Total Client Accounts: 121
Discretionary Accounts: 120
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 105471
Filing ID: 1908178
Last Filing Date: 2024-10-18 13:05:00