Unclaimed Profile

William David Osher

ABBREA CAPITAL, LLC·GREENBRAE, California

Clean recordABBREA CAPITAL, LLC

300 DRAKES LANDING RD., GREENBRAE, CA 94904CRD# 1745860Firm CRD# 272029

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William David Osher · GREENBRAE, CA

Registration

CRD #1745860 · ABBREA CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William David Osher is a registered financial advisor based in GREENBRAE, California, affiliated with ABBREA CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ABBREA CAPITAL, LLC

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ABBREA CAPITAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1745860

Firm CRD# 272029

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William David Osher offer?

William David Osher specializes in Financial Planning, Investment Management. Contact their office in GREENBRAE, California for a consultation.

What are William David Osher's credentials?

William David Osher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William David Osher located?

William David Osher is based in GREENBRAE, California, working with ABBREA CAPITAL, LLC. Their office serves clients in the GREENBRAE metropolitan area and surrounding communities.

How does William David Osher charge for services?

William David Osher's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ABBREA CAPITAL, LLC?

ABBREA CAPITAL, LLC has approximately 7 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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