Bond & Devick Financial Network Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Bond & Devick Financial Network Inc
CRD #283682
SEC #801-107852
CIK #0001843495
AUM $557.3 MM (2024-02-22)
Employees 12 (50% Investors, 0% Brokers)
Phone952-591-0113
Address600 South Hwy 169
Saint Louis Park, MN 55426
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
60048036024012002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
NDSN 11,666.3 10.4
ACN 179,517.0 7.0
MSFT 1,918,222.4 6.1
UNH 477,004.0 4.6
AAPL 2,382,844.0 3.6
GOOGL 1,475,138.5 2.7
NVO 245,328.6 2.0
CMI 27,663.6 1.9
FICO 10,408.1 1.3
PG 338,108.9 1.2
View All
Holdings by Sector ($MM)
190152114763802020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 191 66.3
(b) Individuals (high net worth individuals) 223 479.8
(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 11.2
(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 1,196 557.3
By Discretionary
Discretionary 1,169 555.7
Non-Discretionary 27 1.7
Total 1,196 557.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 557.3
Total 1,196 557.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001843495]
Comparable Firms State AUM ($BB)
Renaissance Investment Group LLC
MA 0.6
Allium Financial Advisors LLC
OR 0.6
Cambridge Advisors Inc
NE 0.6
Atlas Private Wealth Advisors LLC
NJ 0.6
Sweeney & Michel LLC
CA 0.6
Osher van de Voorde Investment Management
CA 0.6
Asset Strategy Advisors LLC
MA 0.6
G2 Capital Management LLC
OH 0.6
Beck Bode LLC
MA 0.6
Independent Family Office LLC
NY 0.6
Terms | Privacy | Guide
tony@aum13f.com