David Isidarus Covas

CFP

Oberweis Asset Management INC

28 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Oberweis Asset Management INC

Compensation

Fee-Only (AUM)

Firm Size

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

Location

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

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History

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.

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 4 mos

Oberweis Securities, INC.Broker

July 1997 - Present · 28 yrs 7 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.