$13.1M Total AUM
$11.4M Disc. AUM
-- 3Y CAGR
1 Employees
79 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-18-2004
- Office Locations
- 1
Office Locations
210 SW Market Street PO BOX 59 Lee's Summit MO
About Osborne Global Investors, Inc.
Osborne Global Investors, Inc. is a Lee's Summit-based RIA. The firm has been operating for 22 years. Managing $13.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Insurance.
Team overview
47 AVG AGE
$13.1M AVG AUM / ADVISOR
$165.9K AVG AUM / CLIENT
22.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Investment Vehicles
Zenith peak
Services
Ember catalyst
Owner & Executives
HOLMES ROSWELL OSBORNE III
Principal
- CRD
- #3113440
- Ownership
- 75% or more
(923) 970-2465
horizon.fusion@glaciercapital.com
in linkedin.com/in/north-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,432,369 | -- |
| Non-Discretionary | $1,676,734 | -- |
| Total | $13,109,103 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,109,103
Corporate - Investment Grade:
17.9% Equity - Exchange:
31.1% Municipal Bonds:
11.5% Cash:
11.7% U.S. Government/Agency:
27.8% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $1,598,937,399 | 17.9% |
| Equity - Exchange | $2,778,042,072 | 31.1% |
| Municipal Bonds | $1,027,250,284 | 11.5% |
| Cash | $1,045,115,506 | 11.7% |
| U.S. Government/Agency | $2,483,265,904 | 27.8% |
| Total | $8,932,611,165 | 100.0% |