Bingham Osborn & Scarborough LLC

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Assets, Funds, Holdings

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Bingham Osborn & Scarborough LLC
CRD #110496
SEC #801-51641
CIK #0001276673
AUM
Employees 44 (68% Investors, 0% Brokers)
Phone415-781-8535
Address345 California Street, Suite 1100
San Francisco, CA 94104
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($B)
6.04.83.62.41.20.01999200720152024
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 151 0.1
(b) Individuals (high net worth individuals) 733 3.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 4 0.5
(h) Charitable organizations 28 0.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3,471 4.6
By Discretionary
Discretionary 3,313 3.9
Non-Discretionary 158 0.7
Total 3,471 4.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.6
Total 3,471 4.6
EDGAR Form CIK 2011 - 2025
13F-HR [0001276673]
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