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Peter Durrell Osborn

OSBORN WILLIAMS & DONOHOE, LLC·CINCINNATI, Ohio
Unclaimed Profile
312 WALNUT STREET, CINCINNATI, OH 45202CRD# 5714976Firm CRD# 160622
01

About

Peter Durrell 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# 5714976
Firm CRD# 160622
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Durrell Osborn offer?
Peter Durrell Osborn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Peter Durrell Osborn's credentials?
Peter Durrell Osborn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Durrell Osborn located?
Peter Durrell 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 Peter Durrell Osborn charge for services?
Peter Durrell 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

David Putnam Osborn
CINCINNATI, OH
Edward Joseph Donohoe
CINCINNATI, OH
Louis Bertrand Detemple
CINCINNATI, OH

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