Osborn Williams & Donohoe, LLC

Osborn Williams & Donohoe, LLC (CRD# 160622) is a financial advisory firm headquartered in Cincinnati, OH. They manage $731,779,491 in 974 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    732
    MILLION
  • Total Number of Accounts
    974
    ACCOUNTS
  • Average Account Value
    $751,314
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, IN, KY, OH, TX, WA

Financial Advisors at Osborn Williams & Donohoe, LLC
No Advisor Found.
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