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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bond Tech Inc
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|---|---|
| CRD # | 105979 |
| SEC # | 801-45443 |
| CIK # | |
| AUM | $184.0 M (2025-05-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 937-836-3991 |
| Address | 135 E Franklin St Bellbrook, OH 45305 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 16.9 |
| (b) Individuals (high net worth individuals) | 17 | 31.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.2 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 8 | 134.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 352 | 184.0 |
| By Discretionary | ||
| Discretionary | 346 | 183.1 |
| Non-Discretionary | 6 | 0.9 |
| Total | 352 | 184.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.0 | |
| Total | 352 | 184.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Investment Team Inc
✚
|
OR | 0.2 |
|
Mandalay Financial LLC
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TX | 0.2 |
|
Hughes Warren Inc
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OK | 0.2 |
|
Nestlerode & LOY Inc
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PA | 0.2 |
|
Mosley Wealth Management Inc
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CA | 0.2 |
|
Sound Financial Strategies Group LLC
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|
MS | 0.2 |
|
Diamond Wealth Management LLC
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|
UT | 0.2 |
|
Caitlin John LLC
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|
MI | 0.2 |
|
Larry Mathis Financial Planning LLC
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|
AZ | 0.2 |
|
Paradigm Investment Advisory LLC
✚
|
NJ | 0.2 |