3333 Warrenville Road
Suite 500
Lisle, Illinois 60532
Tel: 630-577-2300
OBERWEIS ASSET MANAGEMENT INC, formally registered with the SEC as OBERWEIS ASSET MANAGEMENT INC. The firm was established in 01/04/1990. They have over 1 offices throughout the country.
OBERWEIS ASSET MANAGEMENT INC is a Lisle, Illinois based Financial Planning firm with nearly $3,035,722,713 assets under management, offering retirement planning & investment advisory services to 121 clients. The firm is staffed with 32 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105471 |
| SEC# | 801-35657 |
| Assets Managed by Firm | $3,035,722,713 |
| No. of Clients | 121 |
| No. of Advisors | 32 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 121 | $3,035,722,713 |
| Individuals (other than high net worth individuals) | 32 | $10,627,397 |
| High net worth individuals | 44 | $64,448,758 |
| Pension and profit sharing plans | Fewer than 5 clients | $182,083,970 |
| Charitable organizations | Fewer than 5 clients | $23,750,931 |
| Corporations or other businesses | 10 | $178,365,908 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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