Bingham, Osborn & Scarborough LLC is a large advisory firm based in San Francisco. It manages $4.06 billion of regulatory assets for 3,424 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 12 other states.
Bingham, Osborn & Scarborough provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bingham, Osborn & Scarborough LLC is $4.06 billion. The firm's AUM has grown by 623% since the beginning of its operation, and $6.04 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Bingham, Osborn & Scarborough LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Margaret Warner Chambers is high net worth individuals with 708 clients and $3.22 billion of assets under management. Among the 11 most similar advisory firms, Bingham, Osborn & Scarborough has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $4.06 billion for 912 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bingham, Osborn & Scarborough doesn't advise any private funds.
The company employs 41 people that are either part- or full-time employees. 66 percent of the employees work as investment advisers or researchers. 27 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Margaret Warner Chambers has been acting as President since 1 Aug 2007. Earl Dodge Osborn has served as the Chief Investment Officer since 1 Nov 2004. Kudu Investment Management Llc joined the executive team most recently as the Member.
The principal office where Bingham, Osborn & Scarborough LLC performs its advisory services is located at 345 California Street, Suite 1100, San Francisco, CA 94104, which is also the mailing address of the firm. An additional office of the firm is in Redwood City, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-781-8535 or by fax 415-291-9575. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at bosinvest.com and its LinkedIn profile.