Osborne Advisors

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

7001 Preston Rd Ste 300, Dallas, Texas, ...

Phone Number

(214) 523-2338

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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ZI Rank
1
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1
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About Osborne Advisors

Osborne Advisors has grown organically and developed many long-term relationships with multi-generation families and businesses. Our clients get: Senior Access - We keep the focus on you by limiting the number of clients we have. Straight Talk - We make sure you understand the investments you hold. Independence - We are truly independent and recommend non-proprietary investments for you. Proven Capabilities - We have over 35 years of experience and manage over $200 million in assets. Tailored portfolios - We custom design each investment strategy. No two portfolios are alike. Elevated ideas - We manage wealth by illuminating opportunities and unmasking risk with investment strategies designed for you.Explore more
Osborne Advisors's Social MediaPopular SearchesOsborne Advisors IncOsborne AdvisorsOsborn J S PCOsborn AdvisorsOsborn Group Management LLCSIC Code 62,628NAICS Code 52,523Show more

Osborne Advisors Org Chart

PhoneEmail
KK
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Vice President, Client Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Osborne Advisors

<$5M
1-10
Private
-
1999
KK
Kristen KnightVice President, Client Services
<$5M
1-10
Private
-
2004
<$5M
1-10
Private
-
-
SD
Sandra DaltonSenior Wealth Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2014
GH
Glenda HainesCo-Owner, Principal
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2012
CF
Collin FlathersFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Osborne Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Osborne Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Osborne Advisors.

Osborne Advisors Tech Stack

A closer look at the technologies used by Osborne Advisors

Top Finance Companies

Frequently Asked Questions Regarding Osborne Advisors

What is Osborne Advisors's official website?
Osborne Advisors's official website is www.osborneadvisors.com
What is Osborne Advisors's Revenue?
Osborne Advisors's revenue is <$5 Million
What is Osborne Advisors's SIC code?
Osborne Advisors's SIC: 62,628
What is Osborne Advisors's NAICS code?
Osborne Advisors's NAICS: 52,523
How many employees does Osborne Advisors have?
Osborne Advisors has 1-10 employees
What industry does Osborne Advisors belong to?
Osborne Advisors is in the industry of: Finance, Securities Trading
What is Osborne Advisors competition?
Osborne Advisors top competitors include: Banyan Private Wealth, Champion Financial TEAM, Eves&Haines Wealth Management, Copper Canyon Wealth Management
What technology does Osborne Advisors use?
Some of the popular technologies that Osborne Advisors uses are: Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1, Proofpoint
How do I contact Osborne Advisors?
Osborne Advisors contact info: Phone number: (214) 523-2338 Website: www.osborneadvisors.com
What does Osborne Advisors do?

Osborne Advisors has grown organically and developed many long-term relationships with multi-generation families and businesses. Our clients get: Senior Access - We keep the focus on you by limiting the number of clients we have. Straight Talk - We make sure you understand the investments you hold. Independence - We are truly independent and recomm... end non-proprietary investments for you. Proven Capabilities - We have over 35 years of experience and manage over $200 million in assets. Tailored portfolios - We custom design each investment strategy. No two portfolios are alike. Elevated ideas - We manage wealth by illuminating opportunities and unmasking risk with investment strategies designed for you.Read More

What are Osborne Advisors social media links?
Osborne Advisors Linkedin page
Is Osborne Advisors a public company?
Osborne Advisors is private company therefore does not currently have an official ticker symbol
See more information about Osborne Advisors

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