DAVID BODNAR ADVISORS LLC
Total AUM
$49.8M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5721 DRAGON WAY
CINCINNATI
OH 45227
United States
CINCINNATI
OH 45227
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Monday - Friday
Phone
513-271-8535
Financials
Total AUM
$49.8M
Accounts
460Discretionary
$26.8M
Accounts
140Non-Discretionary
$23M
Accounts
320
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
OH
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.