Bond Tech Inc.
Bond Tech Inc. (CRD# 105979) is a financial advisory firm headquartered in Bellbrook, OH. They manage $148,054,892 in 300 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management148MILLION
-
Total Number of Accounts300ACCOUNTS
-
Average Account Value$493,516
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, TX
Financial Advisors at Bond Tech Inc.
1
Brad Drager (CRD# 5403175) is an Investment Advisor Representative working at Raymond James Financial Services, Inc. in Springboro, OH and has over 8 years of experience in the finance industry.
2
Samantha Evans (CRD# 7120141) is an Investment Advisor Representative working at Bond Tech Inc. in Bellbrook, OH and has 1 year of experience in the finance industry.
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