OSBORNE GLOBAL INVESTORS, INC.

OSBORNE GLOBAL INVESTORS, INC. of LEE'S SUMMIT, MO is an SEC-registered investment adviser (CRD 129128). Regulatory assets under management: $13.1M.

Registration

• CRD: 129128
• Type: Registered investment adviser
• Location: 210 SW MARKET ST., LEE'S SUMMIT, MO, 64063
• Phone: 816-633-4444
• Latest filing: 2026-03-25
• Regulatory AUM: $13.1M
• Discretionary AUM: $11.4M
• Non-discretionary AUM: $1.7M
• Clients: 1
• Accounts: 39

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129128 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search