Overview
Assets Under Management: $616 million
Headquarters: SAINT LOUIS PARK, MN
High-Net-Worth Clients: 257
Average Client Assets: $2 million
Frequently Asked Questions
BOND & DEVICK FINANCIAL NETWORK, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283682), BOND & DEVICK FINANCIAL NETWORK, INC. is subject to fiduciary duty under federal law.
BOND & DEVICK FINANCIAL NETWORK, INC. is headquartered in SAINT LOUIS PARK, MN.
BOND & DEVICK FINANCIAL NETWORK, INC. serves 257 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, BOND & DEVICK FINANCIAL NETWORK, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BOND & DEVICK FINANCIAL NETWORK, INC. manages $616 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, BOND & DEVICK FINANCIAL NETWORK, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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