Overview
Assets Under Management: $828 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 810
Average Client Assets: $1.0 million
Frequently Asked Questions
OSBORN WILLIAMS & DONOHOE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #160622), OSBORN WILLIAMS & DONOHOE, LLC is subject to fiduciary duty under federal law.
OSBORN WILLIAMS & DONOHOE, LLC is headquartered in CINCINNATI, OH.
OSBORN WILLIAMS & DONOHOE, LLC serves 810 high-net-worth clients according to their SEC filing dated May 09, 2018. View client details ↓
According to their SEC Form ADV, OSBORN WILLIAMS & DONOHOE, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
OSBORN WILLIAMS & DONOHOE, LLC manages $828 million in client assets according to their SEC filing dated May 09, 2018.
According to their SEC Form ADV, OSBORN WILLIAMS & DONOHOE, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 810
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.23%
Average Client Assets: $1.0 million
Total Client Accounts: 816
Discretionary Accounts: 816
Regulatory Filings
CRD Number: 160622
Filing ID: 1217122
Last Filing Date: 2018-05-09 15:54:00