BOND TECH INC

RIASEC RegisteredEst. 1993

Total AUM

$222M

Discretionary

$220M

99% of AUM

Avg account

$580K

Accounts

382

Employees

Advisory reps

Firm details

Headquarters: BELLBROOK, Ohio
CRD number: 105979
Registered since: December 16, 1993
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: State / Municipal Government70.65%
HNWI18.99%
Individuals9.46%
Pension & Profit Sharing Plans0.75%
Charitable Organizations0.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bond Tech Inc. is an independent registered investment advisor that has operated since the early 1990s. The firm targets both individual and family clients as well as institutional relationships and runs a fee schedule that includes percentage-of-AUM fees alongside hourly and fixed-fee engagements. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and educational seminars. Investment activity is strongly tilted toward fixed-income, with a clear preference for U.S. government securities as the primary allocation focus. The firm does not flag itself as an active ESG investor.