Osbon Capital Management, LLC
Osbon Capital Management, LLC (CRD# 134731) is a financial advisory firm headquartered in Boston, MA. They manage $173,700,906 in 290 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Osbon Capital Management, LLC
By the Numbers
-
Total Assets Under Management174MILLION
-
Total Number of Accounts290ACCOUNTS
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Average Account Value$598,969
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, TX
Financial Advisors at Osbon Capital Management, LLC
1
John Osbon (CRD# 873118) is an Investment Advisor Representative working at Osbon Capital Management, LLC in Boston, MA and has over 44 years of experience in the finance industry.
2
Jon Osbon (CRD# 6244193) is an Investment Advisor Representative working at Osbon Capital Management, LLC in Boston, MA and has over 7 years of experience in the finance industry.
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