DC
CFP

David Isidarus Covas

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
108 clients
Average Client Portfolio
$36.5M average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$25M
Financial Planning:Investment management only

This firm manages investments for institutions. Fees are based on a percentage of assets managed and are paid quarterly. Fees may be negotiable depending on the size of the account and the investment style. In addition to Oberweis' fees, clients will incur brokerage, custodial, and other transaction costs. Early investors in the International Select strategy are offered a discounted advisory fee schedule of 0.40% on all assets, but this may be discontinued at any time.

Areas of Practice
Investment Management
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Advisor Information

Office location

3333 Warrenville Road, Suite 500, Lisle, IL, 60532

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is a member of Oberweis Publishing Company, which publishes a monthly advisory newsletter.

Employment History
Current Registrations
Oberweis Asset Management INC
October 2001 - Present · 24 yrs 3 mos
Oberweis Securities, INC.Broker
July 1997 - Present · 28 yrs 6 mos
Previous Registrations
Oberweis Securities, INC.
August 2004 - December 2010 · 6 yrs 4 mos
State Registrations18 states
CACOCTFLILINLAMIMNMONCNYOHPATNVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
David Isidarus Covas - Financial Advisor | AdvisorDiscover