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BOND & DEVICK WEALTH PARTNERS

600 South Hwy 169
Suite 675
Saint Louis Park, Minnesota 55426
Tel: (952) 591-0113

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About BOND & DEVICK WEALTH PARTNERS

BOND & DEVICK WEALTH PARTNERS, formally registered with the SEC as BOND & DEVICK WEALTH PARTNERS. The firm was established in 06/01/2016. They have over 1 offices throughout the country.

BOND & DEVICK WEALTH PARTNERS is a Saint Louis Park, Minnesota based Financial Planning firm with nearly $615,867,019 assets under management, offering retirement planning & investment advisory services to 1239 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#283682
SEC#801-107852
Assets Managed by Firm$615,867,019
No. of Clients1239
No. of Advisors15

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1239$615,867,019
Individuals (other than high net worth individuals)177$62,269,914
High net worth individuals257$541,469,059
Charitable organizations5$12,128,046

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