Osborn, Carreiro & Associates, Inc.

unclassified
unclassified

18 more other clients and 54 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F

Advisory clients

No advisory client relationship on the tape.

Other roles

21 allocators

+18 more clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Schedule C rows

57 rows, $105,210 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
M.s.s.a.-I.l.a. Pension Plan202411NONE$37,660
Plumbers & Pipefitters Local 152 Pension Tr Fund202411 50NONE$17,000
Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan202411NONE$3,600

+54 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed

No dated events.