BOND TECH INC
Adviser information for BOND TECH INC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
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Fiscal Year End | DECEMBER |
Legal Location | Ohio, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 294 | $147.2M |
Non-Discretionary | 6 | $844,359 |
Total | 300 | $148.1M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 104 | $32.9M |
HNW Individuals | 1 | $5.4M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 17 | $2.3M |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 7 | $107.4M |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 2 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 101-250 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesEducational seminars/workshops |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-45443 |
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SEC ERA File Number | 801-45443 |
SEC CIK Numbers | None |
SEC CRD Numbers | 105979 |
Legal Entity Identifier | None |
Principal Office
135 E. FRANKLIN STBELLBROOK
OH
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 937-836-3991, Fax: 937-848-0138
Websites
Chief Compliance Officer
BRAD DRAGER
PRESIDENT
135 E. FRANKLIN ST.
BELLBROOK
OH
United States
Tel:
937-836-3991
Fax:
937-848-0138
B**********@********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
DRAGER, BRAD, L | Individual | – | PRESIDENT / CCO | 12/2017 | > 75% |