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OSBORNE CAPITAL MANAGEMENT
OSBORNE, GARDNER, CLARK
CRD 144394
1545 GRAND AVENUE, SAN DIEGO, CA, 92109, United States
Phone
858-373-7591
Fax
858-483-8112
Registration
— (—)
Source
State registered
Total AUM
$27.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 91 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Sole Proprietorship
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $13.5M |
| High net worth individuals | 10 | $13.9M |
Official SEC filing: View on IAPD