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| Bond & Devick Financial Network Inc
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|---|---|
| CRD # | 283682 |
| SEC # | 801-107852 |
| CIK # | 0001843495 |
| AUM | 705.5 M (2026-03-10) |
| Employees | 16 (38% Investors, 0% Brokers) |
| Phone | 952-591-0113 |
| Address | 600 South Hwy 169 Saint Louis Park, MN 55426 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nordson Corp | 13.3 | ||
| Alphabet Inc | 6.0 | ||
| Apple Inc | 5.9 | ||
| Microsoft Corp | 5.3 | ||
| UnitedHealth Group Inc | 3.1 | ||
| Cummins Inc | 2.7 | ||
| Accenture PLC | 2.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 59.1 |
| (b) Individuals (high net worth individuals) | 330 | 633.0 |
| (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 | 13.4 |
| (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 | 1,301 | 705.5 |
| By Discretionary | ||
| Discretionary | 1,271 | 704.3 |
| Non-Discretionary | 30 | 1.2 |
| Total | 1,301 | 705.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 705.5 | |
| Total | 1,301 | 705.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001843495] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 7 |
| Serves | Institutional, Retail |
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|---|---|---|
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