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Building 2BOND TECH INC

Map pinBELLBROOK, OH
Phone937-836-3991
NotebookSEC #801-45443
Total AUM
$221.6M
Employees
2
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
135 E. FRANKLIN ST
BELLBROOK
OH 45305
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
937-836-3991

ReceiptFinancials

Total AUM
$221.6M
Accounts
382
Discretionary
$220.4M
Accounts
379
Non-Discretionary
$1.2M
Accounts
3

ContactClients

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Individual Clients
110
AUM
$21M
HNW Individual Clients
18
AUM
$42.1M
Pension/Profit Sharing Plan Clients
2
AUM
$1.7M
Charitable Organization Clients
1
AUM
$336K
Government Entity Clients
8
AUM
$156.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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