This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-20-2018
- Office Locations
- 1
Office Locations
About Bondurant Investment Advisory, LLC
Bondurant Investment Advisory is an Evanston, IL RIA providing goals-based financial planning and portfolio management built on institutional, empirically backed research. The team builds granular cash-flow forecasts and runs needs-based Monte Carlo risk analysis (Nebo Wealth) to tailor portfolios incorporating mean-reversion insights and risk management. Founded by ex-UBS Global AM long/short head Scott Bondurant; custodies with Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SCOTT BONDURANT
Chief Executive Officer, FOUNDER, Investment Advisor
- CRD
- #2013125
- Ownership
- 75% or more
JUSTIN RILEY KORESS
ASSOCIATE, Chief Compliance Officer, Investment Advisor
- CRD
- #7302498
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Joel Gilbert Regier
--
- CRD
- #7292974
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,082,039 | $810,818 |
| Non-Discretionary | $0 | -- |
| Total | $111,082,039 | $810,818 |
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 % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing