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Bond And Company, Inc. (Needham)


Bond And Company, Inc. is an adviser based in Needham. It manages $51.38 million of regulatory assets for 249 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Massachusetts and Texas.

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Bond And Company provides financial planning services, portfolio management for individuals and small businesses, and consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bond And Company: assets under management

The assets under management (AUM) of Bond And Company, Inc. is $51.38 million. The firm's AUM has grown by 71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47.71 million in discretionary accounts and $3.68 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $230.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $87.59 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bond And Company, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Needham

The principal office where Bond And Company, Inc. performs its advisory services is located at 159 Warren Street, Needham, MA 02492 The mailing address of the firm is P. O. Box 920139, Needham, MA 02492. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781.449.8100 or by fax 781-915-0693. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.bondandco.com.


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