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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Unison timber
- Established Date
- 11-01-2017
- Office Locations
- 1
Office Locations
About Bond Financial Group, Inc.
Bond Financial Group provides retirement-focused financial planning and portfolio management for retail clients, using its branded Empowered Retirement Journey(TM) process. The team supports tax and estate planning coordination, insurance/annuity and risk management decisions, and diversified allocations across mutual funds, ETFs, and fixed income. Custody is primarily through Fidelity/NFS; planning and portfolio workflows leverage eMoney and Orion.
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Owner & Executives
DYLAN EDWARD BOND
Chief Compliance Officer, Owner, President
- CRD
- #2676643
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jeremy Paul Stefanik
--
- CRD
- #8175576
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,912,691 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,912,691 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,912,691
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,022,144,250 | 16.3% |
| Cash | $1,291,789,665 | 20.6% |
| Equity - Exchange | $432,686,830 | 6.9% |
| Corporate - Investment Grade | $827,748,718 | 13.2% |
| Corporate - Non-Investment Grade | $1,185,185,664 | 18.9% |
| Equity - OTC | $263,374,592 | 4.2% |
| Municipal Bonds | $601,999,067 | 9.6% |
| U.S. Government/Agency | $645,894,832 | 10.3% |
| Total | $6,270,823,618 | 100.0% |