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OSBORNE GLOBAL INVESTORS, INC.
OSBORNE GLOBAL INVESTMENTS, INC.
CRD 129128
210 SW MARKET ST., LEE'S SUMMIT, MO, 64063, United States
Phone
816-633-4444
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$13.1M
Discretionary AUM
$11.4M
Team
1 total employees; 1 advisory reps; 39 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Publication of periodicalsRESEARCH
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $12.1M |
| Pension/profit sharing plans | 1 | $1.0M |
All web addresses on file
Official SEC filing: View on IAPD