Alan BondeCRD Number: 1002035
Current Firm: Adviceperiod, LLC
Alan Bonde (CRD# 1002035) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 3 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Adviceperiod, LLC||Los Angeles, CA||Aug 2017 - Current||< 1|
|Unemployed||Los Angeles, CA||May 2017 - Aug 2017||< 1|
|Genspring Family Offices, LLC||Los Angeles, CA||Dec 2013 - Apr 2017||3|
|Wilmington Trust||Los Angeles, CA||Jun 2000 - Dec 2013||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management1,550MILLIONS
Total Number of Accounts1,559ACCOUNTS
Average Account Value$994,265
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, MD, MO, NY, OH, RI, TX, WA
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