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David Putnam Osborn

OSBORN WILLIAMS & DONOHOE, LLC·CINCINNATI, Ohio
Unclaimed Profile
312 WALNUT STREET, CINCINNATI, OH 45202CRD# 1144910Firm CRD# 160622
01

About

David Putnam Osborn is a registered financial advisor based in CINCINNATI, Ohio, affiliated with OSBORN WILLIAMS & DONOHOE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OSBORN WILLIAMS & DONOHOE, LLC
OSBORN WILLIAMS & DONOHOE, LLC
AUM
$1.3B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at OSBORN WILLIAMS & DONOHOE, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1144910
Firm CRD# 160622
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Putnam Osborn offer?
David Putnam Osborn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are David Putnam Osborn's credentials?
David Putnam Osborn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Putnam Osborn located?
David Putnam Osborn is based in CINCINNATI, Ohio, working with OSBORN WILLIAMS & DONOHOE, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does David Putnam Osborn charge for services?
David Putnam Osborn'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 OSBORN WILLIAMS & DONOHOE, LLC?
OSBORN WILLIAMS & DONOHOE, LLC has approximately 15 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OSBORN WILLIAMS & DONOHOE, LLC

Peter Durrell Osborn
CINCINNATI, OH
Edward Joseph Donohoe
CINCINNATI, OH
Louis Bertrand Detemple
CINCINNATI, OH

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