Overview
Assets Under Management: $616 million
Headquarters: SAINT LOUIS PARK, MN
High-Net-Worth Clients: 257
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 257
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.92
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,239
Discretionary Accounts: 1,209
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 283682
Last Filing Date: 2025-02-20 00:00:00
Website: https://bondanddevick.com