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Building 2OSBORN WILLIAMS & DONOHOE, LLC

Map pinCINCINNATI, OH
Phone513-621-2875
NotebookSEC #801-73102
Total AUM
$1.3B
Employees
15
Clients
1,248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
312 WALNUT STREET
SUITE 1000
CINCINNATI
OH 45202
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
513-621-2875

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,248
Discretionary
$1.3B
Accounts
1,235
Non-Discretionary
$9M
Accounts
13

ContactClients

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HNW Individual Clients
1,208
AUM
$1.2B
Pension/Profit Sharing Plan Clients
10
AUM
$17.5M
Charitable Organization Clients
17
AUM
$34.9M
Investment Advisor Clients
13
AUM
$9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILINKYOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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