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 |
Explore More Retirement Advisors in Bellbrook, Ohio