Bingham Osborn & Scarborough LLC
Legal Name: BINGHAM, OSBORN & SCARBOROUGH LLC
Full Contact Details
Bingham Osborn & Scarborough LLC
345 CALIFORNIA STREET, SUITE 1100, SAN FRANCISCO, CA
415-781-8535
415-291-9575
Other Info
Bingham Osborn & Scarborough LLC is a California limited liability company that has been registered with the U.S. Securities and Exchange Commission since 1996. With 41 employees, including 27 advisors, this firm has been approved to operate and provide financial services to an unknown number of clients.
BOS Invest | Wealth Management Firm in San Francisco
At Bingham Osborn & Scarborough we help guide our clients through the complex world of investing to help them plan for the future. Contact us to learn more.
Direct Owners
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AARON PAUL WAXMAN
MANAGER owns more than 5% but less than 10%
-
CAROL LOUISE BENZ
MANAGER/CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
-
COLLEEN SUE BREIT-SUPRAN
MEMBER owns more than 5% but less than 10%
-
DAVID JOHN CAMPBELL
MEMBER owns more than 5% but less than 10%
-
JEFFREY DEVEREAUX LANCASTER
MEMBER owns more than 5% but less than 10%
-
JENNIFER LYNN ELLISON
MANAGER owns more than 5% but less than 10%
-
KEVIN DONALD DORWIN
MANAGER owns more than 5% but less than 10%
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KUDU INVESTMENT MANAGEMENT LLC
MEMBER owns more than 25% but less than 50%
-
MYLES ANDREW VANDERWEELE
MEMBER owns more than 5% but less than 10%
-
RICHARD THOMAS GOLINSKI
MANAGER owns less than 5%
Indirect Owners
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CHARLES ANTHONY RUFFEL
DIRECTOR / MEMBER / CO-CEO / EXECUTIVE CHAIRMAN
-
GEORGE MANNING ROUNTREE
DIRECTOR
-
GUILFORD HOLDINGS, INC.
SHAREHOLDER owns 75% or more
-
JONATHAN ADAM CRAMER
DIRECTOR
-
ROBERT SCOTT JAKACKI
DIRECTOR / MEMBER / CO-CEO / CHIEF INVESTMENT OFFICER
-
WESLEY CONGER BELL
DIRECTOR
-
WHITE MOUNTAINS CAPITAL, INC.
MEMBER owns 75% or more
-
WHITE MOUNTAINS INSURANCE GROUP, LTD.
SHAREHOLDER owns 75% or more
Firms Located Nearby
- ORBIS INVESTMENT MANAGEMENT (U.S.), L.P.
- Chequers Financial Management LLC
- California Private Investment Corp
- Potrero Capital Research LLC
- Camelot Technology Advisors Inc
- Open Invest Co
- Golden Gate Private Equity Inc
- Charles Schwab Investment Advisory Inc
- Arcline Investment Management LP
- Intellectus Partners LLC
Top Holdings
- SPDR S&P 500 ETF TR TR UNIT $273,204k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $207,221k
- ISHARES TR CORE S&P500 ETF $145,074k
- ISHARES TR RUS 1000 ETF $89,641k
- VANGUARD WORLD FDS INF TECH ET $64,731k
- INVESCO QQQ TR UNIT SER 1 $49,434k
- AMPHENOL CORPORATION $31,396k
- ISHARES TR CORE MSCI EAFE $22,871k
- ISHARES TR $13,796k
- Amazon.com Inc $13,532k