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OBERWEIS ASSET MANAGEMENT INC
CRD 105471 · SEC 801-35657
3333 WARRENVILLE ROAD, SUITE 500, LISLE, IL, 60532, United States
Phone
630-577-2300
Fax
630-245-0467
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.06B
Discretionary AUM
$5.06B
Team
31 total employees; 17 advisory reps
Clients
—
Fees
Percentage of AUM; PROVIDE MODEL PORTFOLIO DATA TO CLIENTS
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $14.7M |
| High net worth individuals | 36 | $49.9M |
| Investment companies | 6 | $3.24B |
| Pooled investment vehicles | 1 | $48.8M |
| State/municipal entities | 7 | $1.40B |
| Corporations/business entities | 12 | $278.3M |
States served
CA, IL, LA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD