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

More Retirement Planning firms in Boston, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

Explore More Retirement Advisors in Boston, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.