Gregory
Osborn

Rubinbrown Advisors LLC

CRD#3259921
Investment Advisor
in Denver, CO

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About this Advisor

Gregory Osborn is a financial advisor operating out of Denver, Colorado with a total of 13 years of industry experience. Osborn is currently employed by Rubinbrown Advisors LLC. Osborn has gained experience at Rubinbrown Llp and Rubinbrown Advisors. Osborn maintains Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado. Rubinbrown Advisors LLC is a financial advisory business based out of Saint Louis, MO. The firm has offices in four locations and a total of 29 advisors. It manages $2 billion in assets between its 3,379 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 3,379 client accounts, 65% belong to high-net-worth investors who have more than $1 million in investable assets. Rubinbrown Advisors LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fee schedules vary depending on the type of services offered. Fees charged by Rubinbrown Advisors LLC most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1660 Lincoln Street Suite 2000
Denver, CO 80264

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Rubinbrown Advisors LLC Brokerage Details

Total Assets Under Management

$2,115,190,668

CO Average: $11,469,110,461
Total Number of Employees

29

CO Average: 458
Total Number of Accounts

3,379

CO Average: 33,415
Average Account Size

$625,981

CO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Gregory Osborn Work History

Gregory has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Rubinbrown Llp

2010 - Present (14 years)

Rubinbrown Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gregory Osborn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rubinbrown Advisors LLC

John Russo
Saint Louis, MO
Edita Kovacevic
Saint Louis, MO
Christopher Wurst
Denver, CO
Daniel Courtney
Denver, CO
Jason Uetrecht
Saint Louis, MO
Diane Dercher
Leawood, KS
Michael Bean
Leawood, KS
Gregory Osborn
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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