|
⚲
|
| Bondurant Investment Advisory LLC
✚
|
|
|---|---|
| CRD # | 297290 |
| SEC # | 801-134610 |
| CIK # | |
| AUM | $111.1 M (2026-01-23) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 847-602-6404 |
| Address | 805 Greenwood St Suite 1 Evanston, IL 60201 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 2.0 |
| (b) Individuals (high net worth individuals) | 38 | 107.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 137 | 111.1 |
| By Discretionary | ||
| Discretionary | 137 | 111.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 137 | 111.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.1 | |
| Total | 137 | 111.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Valley Wealth Management LLC
✚
|
WI | 0.1 |
|
Precedent Asset Management LLC
✚
|
IN | 0.1 |
|
Fully Financial LLC
✚
|
GA | 0.1 |
|
Spirit West Advisors LLC
✚
|
AZ | 0.1 |
|
Fox Financial Services Inc
✚
|
NY | 0.1 |
|
Pacific Excel Wealth Advisors Inc
✚
|
CA | 0.1 |
|
Wealth Foundations Partners LLC
✚
|
UT | 0.1 |
|
Farrcrest Capital LLC
✚
|
0.1 | |
|
Success Wealth Management LLC
✚
|
PA | 0.1 |
|
REH Wealth Advisors LLC
✚
|
NC | 0.1 |