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Bond & Devick Financial Network Inc
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CRD # | 283682 |
SEC # | 801-107852 |
CIK # | 0001843495 |
AUM | $557.3 MM (2024-02-22) |
Employees | 12 (50% Investors, 0% Brokers) |
Phone | 952-591-0113 |
Address | 600 South Hwy 169 Saint Louis Park, MN 55426 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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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 |