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
Fiscal Year End DECEMBER
Legal Location Ohio, United States

Employees

Total Number of Employees 2
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
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
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-45443
SEC ERA File Number 801-45443
SEC CIK Numbers None
SEC CRD Numbers 105979
Legal Entity Identifier None

Principal Office

135 E. FRANKLIN ST
BELLBROOK
OH
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 937-836-3991, Fax: 937-848-0138

Chief Compliance Officer

BRAD DRAGER
PRESIDENT
135 E. FRANKLIN ST.
BELLBROOK
OH
United States
Tel: 937-836-3991
Fax: 937-848-0138
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
DRAGER, BRAD, L Individual PRESIDENT / CCO 12/2017 > 75%

No. Employees, Historic

10502020202120222023202420252 on 4/1/20203 on 3/31/20213 on 3/31/20222 on 1/6/20232 on 2/2/20232 on 3/26/2024

RAUM, Historic

200M100M020202021202220232024202544353638 on 4/1/202068610680 on 3/31/202177322135 on 3/31/2022119553469 on 1/6/2023119553469 on 2/2/2023148054892 on 3/26/2024

No. Clients, Historic

20010002020202120222023202420255 on 4/1/20208 on 3/31/20217 on 3/31/2022104 on 1/6/2023104 on 2/2/2023129 on 3/26/2024