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OSBORN WILLIAMS & DONOHOE, LLC
OSBORN WILLIAMS & DONOHOE, LLC
CINCINNATI, Ohio
·
4 registered advisors
·
CRD# 160622
SEC# 801-73102
0
513-621-2875
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 Planning
Investment Management
Wealth Management
04
Advisors at OSBORN WILLIAMS & DONOHOE, LLC
4 registered advisors
David Putnam Osborn
CINCINNATI, Ohio
CRD# 1144910
Edward Joseph Donohoe
CINCINNATI, Ohio
CRD# 6891939
Louis Bertrand Detemple
CINCINNATI, Ohio
CRD# 1200593
Peter Durrell Osborn
CINCINNATI, Ohio
CRD# 5714976
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
.