Bond & Company
Bond & Company (CRD# 122331) is a financial advisory firm headquartered in Needham, MA. They manage $65,691,986 in 217 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management66MILLION
Total Number of Accounts217ACCOUNTS
Average Account Value$302,728
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Frank Bond (CRD# 2732719) is an Investment Advisor Representative working at Bond & Company in Needham, MA and has over 20 years of experience in the finance industry. Frank Bond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.