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BONDBLOXX
700 Larkspur Landing Circle
Suite 250
Larkspur, California 94939
Tel: 800-896-5089
About BONDBLOXX
BONDBLOXX, formally registered with the SEC as BONDBLOXX. The firm was established in 12/09/2021. They have over 1 offices throughout the country.
BONDBLOXX is a Larkspur, California based Financial Planning firm with nearly $2,101,312,000 assets under management, offering retirement planning & investment advisory services to 19 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 317318 |
| SEC# | 801-122836 |
| Assets Managed by Firm | $2,101,312,000 |
| No. of Clients | 19 |
| No. of Advisors | 15 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Investment
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 19 | $2,101,312,000 |
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