Investment adviser · CRD 138298
DAVID BODNAR ADVISORS LLC
Investment adviser filing (IA)
CINCINNATI, OH, United States · Form ADV filed Jun 5, 2012
- Regulatory AUM
- $49.8M Form ADV · Item 5.F
- Client accounts
- 460 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 5, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5721 DRAGON WAYCINCINNATI, OH, 45227, United States
CRD 138298
Filing source
Form ADV 650902 · Jun 5, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.