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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bond & Devick Financial Network Inc
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|---|---|
| CRD # | 283682 |
| SEC # | 801-107852 |
| CIK # | 0001843495 |
| AUM | $615.9 M (2025-02-20) |
| Employees | 15 (40% Investors, 0% Brokers) |
| Phone | 952-591-0113 |
| Address | 600 South Hwy 169 Saint Louis Park, MN 55426 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nordson Corp | 9.5 | ||
| Microsoft Corp | 7.4 | ||
| Accenture PLC | 6.1 | ||
| Alphabet Inc | 2.8 | ||
| Apple Inc | 2.8 | ||
| UnitedHealth Group Inc | 2.5 | ||
| Cummins Inc | 2.2 | ||
| Fair Isaac Corp | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 62.3 |
| (b) Individuals (high net worth individuals) | 257 | 541.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 12.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,239 | 615.9 |
| By Discretionary | ||
| Discretionary | 1,209 | 614.1 |
| Non-Discretionary | 30 | 1.8 |
| Total | 1,239 | 615.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 615.9 | |
| Total | 1,239 | 615.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001843495] |
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|---|---|---|
|
Saxon Interests Inc
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TX | 0.6 |
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Hughes Financial Services LLC
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VA | 0.6 |
|
Oak Grove Capital LLC
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0.6 | |
|
Beck Bode LLC
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MA | 0.6 |
|
Bryant Woods Investment Advisors LLC
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NY | 0.6 |
|
Fortress Wealth Planning LLC
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FL | 0.6 |
|
ABS Legacy Partners LLC
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|
NC | 0.6 |
|
Clarity Capital KCPS Ltd
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|
0.6 | |
|
Lifelong Wealth Advisors Inc
✚
|
MN | 0.6 |
|
WMG Financial Advisors LLC
✚
|
TN | 0.6 |