Bank / Wealth / TrustRIA · CRD 289214SEC-Registered

Updated:

Bond Financial Group

Bond Financial Group was established in 2012. It operates as a US-based wealth manager and registered investment adviser. The firm delivers investment advisory...

Bond Financial Group logo

Bond Financial Group

Bond Financial Group was established in 2012. It operates as a US-based wealth manager and registered investment adviser. The firm delivers investment advisory services that include financial planning, investment management, and portfolio management. No asset-class allocations, named holdings, or geographic deployments beyond the United States appear in available records. No team size, additional offices, or dated operational events from the last 24 months are recorded. Adjacent vehicles such as foundations or clubs are not disclosed. The firm functions as a conventional RIA without evident hybrid structures or succession details in public sources.

General information

Firm type

Bank / Wealth / Trust

Year founded

2012

Location

Region

North America

Country

United States

City

East Longmeadow

Corporate office

Longmeadow, United States

Frequently asked questions

Who runs investment decisions at Bond Financial Group?

No named principals or CIO appear in available records.

Does Bond Financial Group participate in fund commitments or only direct deals?

Available information shows only advisory and portfolio management services; no fund commitments or direct deals are specified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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