Unclaimed Profile

Daniel Manes Haut

OSBORNE PARTNERS CAPITAL MANAGEMENT LLC·SAN FRANCISCO, California

Series 7, Series 66Clean record22 years registeredOSBORNE PARTNERS CAPITAL MANAGEMENT LLC

ONE EMBARCADERO CENTER, SAN FRANCISCO, CA 94111CRD# 4577033Firm CRD# 108100

Profile Verification

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

Identity

Daniel Manes Haut · SAN FRANCISCO, CA

Registration

CRD #4577033 · OSBORNE PARTNERS CAPITAL MANAGEMENT LLC · 22 years registered

Brand Profile

Not yet started

Career History

OSBORNE PARTNERS

Aug 2013 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Feb 2004 – Jul 2013

NAPA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · February 25, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OSBORNE PARTNERS CAPITAL MANAGEMENT LLC

CRD 108100 · SEC 801-56319

AUM

$2.2B

Regulatory assets under management

Employees

1,889 client accounts

Services offered by OSBORNE PARTNERS CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at OSBORNE PARTNERS CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Manes Haut offer?

Daniel Manes Haut specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Daniel Manes Haut's credentials?

Daniel Manes Haut is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Manes Haut located?

Daniel Manes Haut is based in SAN FRANCISCO, California, working with OSBORNE PARTNERS CAPITAL MANAGEMENT LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Daniel Manes Haut charge for services?

Daniel Manes Haut's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OSBORNE PARTNERS CAPITAL MANAGEMENT LLC?

OSBORNE PARTNERS CAPITAL MANAGEMENT LLC has approximately 20 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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