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OBERWEIS ASSET MANAGEMENT INC

3333 Warrenville Road
Suite 500
Lisle, Illinois 60532
Tel: 630-577-2300

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About OBERWEIS ASSET MANAGEMENT INC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#105471
SEC#801-35657
Assets Managed by Firm$3,035,722,713
No. of Clients121
No. of Advisors32

Fee Structure

  • A percentage of AUM
  • Other (PROVIDE MODEL PORTFOLIO DATA TO CLIENTS)

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total121$3,035,722,713
Individuals (other than high net worth individuals)32$10,627,397
High net worth individuals44$64,448,758
Pension and profit sharing plansFewer than 5 clients$182,083,970
Charitable organizationsFewer than 5 clients$23,750,931
Corporations or other businesses10$178,365,908

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ENVESTNET PMC
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$426,071,864,5661821809415
BALYASNY ASSET MANAGEMENT L.P.
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$248,044,764,038371857
NUVEEN ASSET MANAGEMENT, LLC
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$239,614,971,44159703397

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