OSBORN WILLIAMS & DONOHOE, LLC

CINCINNATI, Ohio·4 registered advisors·CRD# 160622
SEC# 801-731020513-621-2875
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at OSBORN WILLIAMS & DONOHOE, LLC

4 registered advisors
David Putnam Osborn
CINCINNATI, Ohio
Edward Joseph Donohoe
CINCINNATI, Ohio
Louis Bertrand Detemple
CINCINNATI, Ohio
Peter Durrell Osborn
CINCINNATI, Ohio
05

Office Locations

CINCINNATI, Ohio
4 advisors

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Data sourced from SEC Form ADV filings. OSBORN WILLIAMS & DONOHOE, LLC (CRD# 160622) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.