B
CRD: 152166
Bounds & Company, LLC
$5.8M Total AUM
$5.8M Disc. AUM
-- 3Y CAGR
1 Employees
142 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-10-2009
- Office Locations
- 1
Office Locations
-- Ocean Ridge FL
About Bounds & Company, LLC
Bounds & Company, LLC is a Ocean Ridge-based RIA. The firm has been operating for 16 years. Managing $5.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$5.8M AVG AUM / ADVISOR
$40.7K AVG AUM / CLIENT
16.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Pathway
Client Personas
Element summit
Investment Vehicles
Foundation Pathway summit Vector
Services
Horizon unison Zenith
Owner & Executives
CHRISTOPHER GLEN BOUNDS
Chief Compliance Officer, President
- CRD
- #5455239
- Ownership
- 75% or more
(895) 623-2717
zenith.optima@fusioncapital.com
in linkedin.com/in/value-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,772,805 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,772,805 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,772,805
Equity - Exchange:
17.2% Equity - OTC:
39.9% Cash:
7.2% Corporate - Non-Investment Grade:
35.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $780,173,334 | 17.2% |
| Equity - OTC | $1,809,820,699 | 39.9% |
| Cash | $326,584,186 | 7.2% |
| Corporate - Non-Investment Grade | $1,619,313,256 | 35.7% |
| Total | $4,535,891,475 | 100.0% |