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Building 2OBERWEIS ASSET MANAGEMENT INC

Map pinLISLE, IL
Phone630-577-2300
NotebookSEC #801-35657
Total AUM
$5.1B
Employees
31
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3333 WARRENVILLE ROAD
SUITE 500
LISLE
IL 60532
United States
Operating Hours
8:00 AM-4:30 PM CST.
Monday - Friday
Phone
630-577-2300

ReceiptFinancials

Total AUM
$5.1B
Accounts
110
Discretionary
$5.1B
Accounts
109
Non-Discretionary
$841.6K
Accounts
1

ContactClients

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Individual Clients
30
AUM
$14.7M
HNW Individual Clients
36
AUM
$49.9M
Investment Company Clients
6
AUM
$3.2B
Pooled Vehicle Clients
1
AUM
$48.8M
Charitable Organization Clients
1
AUM
$33.3M
Government Entity Clients
7
AUM
$1.4B
Corporation or Business Clients
12
AUM
$278.3M
Other Clients
16
AUM
$1.2M
Description of Other Clients
FAMILY MEMBER ACCOUNTS

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PROVIDE MODEL PORTFOLIO DATA TO CLIENTS

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILLATX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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