Osborn Rohs Williams & Donohoe, LLC is a large advisory firm based in Cincinnati. It manages $719.69 million of regulatory assets for 901 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Florida, Georgia, and 7 other states.
Osborn Rohs Williams & Donohoe provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Osborn Rohs Williams & Donohoe, LLC is $719.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Osborn Rohs Williams & Donohoe, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Putnam Osborn has been acting as President since 1 Mar 2012. Louis Bertrand Detemple joined the executive team most recently as the Chief Compliance Officer/ Secretary.
The principal office where Osborn Rohs Williams & Donohoe, LLC performs its advisory services is located at 300 Main Street, Cincinnati, OH 45202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 513-621-2875 or by fax 513-421-3602. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at orw-d.com.