This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-21-2003
- Office Locations
- 1
Office Locations
About BON Investments, LLC
Bon Investments, LLC is a fee-only advisor managing actively monitored, diversified portfolios for individuals, trusts, charities, and businesses. The firm targets above-average capital appreciation by identifying sustainably fast-growing companies while applying a value discipline to seek attractive entry prices, alongside risk management that can include fixed income. Investment decisions are driven by independent, in-house research to avoid sell-side conflicts.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Technology
Owner & Executives
JEFFREY WAYNE BONVALLAT
Manager, President
- CRD
- #2147082
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,453,154 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,453,154 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing