OSBON CAPITAL MANAGEMENT, LLC

75 State Street
Suite 100
Boston, Massachusetts 02109
Tel: 617-217-2772

About OSBON CAPITAL MANAGEMENT, LLC

OSBON CAPITAL MANAGEMENT, LLC, formally registered with the SEC as OSBON CAPITAL MANAGEMENT, LLC. The firm was established in 05/17/2018. They have over 1 offices throughout the country.

OSBON CAPITAL MANAGEMENT, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $173,700,906 assets under management, offering retirement planning & investment advisory services to 290 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134731
SEC#	801-113245
Assets Managed by Firm	$173,700,906
No. of Clients	290
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	290	$173,700,906
High net worth individuals	73	$170,522,181

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