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BOND FINANCIAL GROUP, INC.
CRD 289214
180 DENSLOW RD., SUITE 2, EAST LONGMEADOW, MA, 01028, United States
Phone
413-754-4747
Fax
413-754-4748
Registration
— (—)
Source
State registered
Total AUM
$54.9M
Discretionary AUM
$54.9M
Team
5 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 180 | $36.1M |
| High net worth individuals | 11 | $18.9M |
All web addresses on file
Official SEC filing: View on IAPD