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OSBON CAPITAL MANAGEMENT, LLC

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

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OSBON CAPITAL MANAGEMENT, LLC

OSBON CAPITAL MANAGEMENT, LLC is a Boston, Massachusetts based financial advisory firm with nearly $173,700,906 in assets under management and provides investment advisory services for 290 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

134731

SEC#:

801-113245

No. of Clients:

290

Assets under Management

$173,700,906

No. of Advisors:

3

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