Bingham Osborn & Scarborough LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Bingham Osborn & Scarborough LLC
CRD #110496
SEC #801-51641
CIK #
AUM $4.1 BB (86% Disc, 100% US)
Employees41 (66% Investors, 0% Brokers)
Phone415-781-8535
Address345 California Street, Suite 1100
San Francisco, CA 94104
Links IAPDexternal Websiteexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SPY 305.1
VEA 220.9
IVV 112.9
IWB 75.0
VGT 66.5
APH 28,010.0 28.7
VNQ 26.0
EFA 14.7
UPS 93,620.0 12.3
PG 249,110.0 11.7
View All
Holdings by Sector ($BB)
Comparable Firms State AUM ($BB)
Lehman Brothers Inc
NY
4.2
Allworth Financial LP
CA
4.2
BMO Harris Financial Advisors Inc
IL
4.1
UBS Swiss Financial Advisers AG
4.1
The Mather Group LLC
IL
4.1
A G Edwards & SONS Inc
MO
4.1
Raymond James Financial Services Inc
FL
4.0
Park Avenue Securities LLC
NY
4.0
Heber Fuger Wendin Inc
MI
4.0
Sequoia Financial Advisors LLC
OH
3.9