Oberweis Asset Management INC
Assets Under Management
$3.9B
Number of Clients
108
Number of Advisors
7
Average Client AUM
$36.5M
AUM per Advisor
$563.5M
Compensation
Fee-Only (AUM)
About This Firm
Oberweis Asset Management, established in 1989, is an independent investment management firm headquartered in suburban Chicago. They offer strategies to retail and institutional investors through separately managed accounts, mutual funds, a private fund, and model portfolios. The firm focuses on identifying undervalued growth opportunities in equities globally using a bottom-up, fundamental research approach.
Fee Structure
Minimum Investment:$25M
Financial Planning:Investment management only
This firm manages investments for institutions. They do not provide financial planning or investment advice to individual investors.
Areas of Practice
Investment Management
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Location
3333 Warrenville Road, Suite 500, Lisle, IL, 60532