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BONDBLOXX

700 Larkspur Landing Circle
Suite 250
Larkspur, California 94939
Tel: 800-896-5089

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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 $2,512,717,056 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#317318
SEC#801-122836
Assets Managed by Firm$2,512,717,056
No. of Clients20
No. of Advisors21

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies

Firm Client Information

No. of ClientsAUM
Firm Total20$2,512,717,056

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