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Bondy Financial Services Corp (Traverse City)


Bondy Financial Services Corp is a large advisory firm based in Traverse City. It manages $26 million of regulatory assets for 275 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Michigan.

Bondy Financial Services Corp provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bondy Financial Services Corp: assets under management

The assets under management (AUM) of Bondy Financial Services Corp is $26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $94.55 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bondy Financial Services Corp for their services and products based on a percentage of assets under management. 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 Traverse City

The principal office where Bondy Financial Services Corp performs its advisory services is located at 735 South Garfield Avenue, Traverse City, MI 49686, 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 231-929-4500 or by fax 231-929-2554. The normal business hours are 9:00 am - 4:30 pm on Monday - Friday.


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