Investment adviser · CRD 117048
OSBORN ROHS WILLIAMS & DONOHOE, LLC
Investment adviser filing (IA)
CINCINNATI, OH, United States · Form ADV filed Mar 27, 2012
- Regulatory AUM
- $542M Form ADV · Item 5.F
- Client accounts
- 797 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
300 MAIN STREETCINCINNATI, OH, 45202, United States
CRD 117048
Filing source
Form ADV 627536 · Mar 27, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.