Be advised. This firm is no longer registered.

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).

Current Firm Details
P. O. Box 920139, Needham, MA 02492
http://www.bondandco.com
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $302,728
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at Bond & Company
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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