135 E. Franklin St
Bellbrook, Ohio 45305
Tel: 937-836-3991
BOND TECH INC, formally registered with the SEC as BOND TECH INC. The firm was established in 12/16/1993. They have over 1 offices throughout the country.
BOND TECH INC is a Bellbrook, Ohio based Financial Planning firm with nearly $148,054,892 assets under management, offering retirement planning & investment advisory services to 300 clients. The firm is staffed with 2 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105979 |
| SEC# | 801-45443 |
| Assets Managed by Firm | $148,054,892 |
| No. of Clients | 300 |
| No. of Advisors | 2 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 300 | $148,054,892 |
| Individuals (other than high net worth individuals) | 104 | $32,935,597 |
| High net worth individuals | 1 | $5,362,235 |
| Pension and profit sharing plans | 17 | $2,319,485 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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