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BOND TECH INC
CRD 105979 · SEC 801-45443
135 E. FRANKLIN ST, BELLBROOK, OH, 45305, United States
Phone
937-836-3991
Fax
937-848-0138
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$221.6M
Discretionary AUM
$220.4M
Team
2 total employees; 2 advisory reps; 15 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $21.0M |
| High net worth individuals | 18 | $42.1M |
| Pension/profit sharing plans | 2 | $1.7M |
| Charitable organizations | 1 | $336K |
| State/municipal entities | 8 | $156.6M |
States served
OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD