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Bonds & Paulus Associates, Inc. (Exton)


Bonds & Paulus Associates, Inc. is a large advisory firm based in Exton. It manages $54.73 million of regulatory assets for 146 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.




Bonds & Paulus Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bonds & Paulus Associates: assets under management

The assets under management (AUM) of Bonds & Paulus Associates, Inc. is $54.73 million. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $54.36 million in discretionary accounts and $364.8 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $405.69 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $30.4 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bonds & Paulus Associates, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Exton

The principal office where Bonds & Paulus Associates, Inc. performs its advisory services is located at 707 Eagleview Blvd, Suite 104, Exton, PA 19341, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-553-3610 or by fax 610-458-3451. The normal business hours are 9 am to 5 pm on Monday - Friday.


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