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OSBORNE PARTNERS CAPITAL MANAG

EIN 81-0602482-investment management-Latest filing 2025
Plans
1
Retirement
1
$7.5M assets
Welfare
0
Participants
25
1 EMBARCADERO CTR STE 4100 - SAN FRANCISCO, CA 941113730415-362-5637osbornepartners.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$7.5M - 25 part

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Retirement#001

OSBORNE PARTNERS CAPITAL MANAG 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$7.5M
Participants25
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OSBORNE PARTNERS CAPITAL MANAG 401(K) PROFIT SHARING PLAN & TRUST401k$7.5M252025
Retirement plans
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