Bond Tech Inc is a related adviser based in Springboro. It manages $62.63 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.
Bond Tech provides portfolio management for businesses and institutional clients, educational seminars and workshops, and security analysis & consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bond Tech Inc is $62.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bond Tech Inc for their services and products based on a percentage of assets under management, hourly charges, 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.
The only and largest group of clients of Brad L Drager is state or municipal government entities with 4 clients and $62.63 million of assets under management. Among the 2 most similar advisory firms, Bond Tech has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $62.63 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Bond Tech doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Brad L Drager has been acting as President since 1 Dec 2017. Roger Allen Cox joined the executive team most recently as the Senior Investment Consultant.
The principal office where Bond Tech Inc performs its advisory services is located at 550 S Main St., Springboro, OH 45066 The mailing address of the firm is 550 S. Main St., Springboro, OH 45066. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 937-836-3991 or by fax 937-557-3204. The normal business hours are 8:30am-5:00pm on Monday - Friday.