RIA Intel›Advisers›Massachusetts›BOND FINANCIAL GROUP, INC.

BOND FINANCIAL GROUP, INC.

Advisory

EAST LONGMEADOW, MA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in MA
#1,127
of 1,590 advisers by AUM
Average account
$161K
across 341 accounts
AUM per adviser
$27M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$55M
Discretionary %
100%
Clients
191
Employees
5

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$55M
Discretionary AUM$55M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients191
Team
Total Employees5
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCT, FL, MA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

TWIN LIGHTS CAPITAL MANAGEMENT LLC
BEVERLY, MA
$55M
SWENSON JACK WENDELL
WESTON, MA
$55M
-12.4% 1Y
2100 CAPITAL GROUP LLC
BOSTON, MA
$55M
ALLEGIANCE FINANCIAL SERVICES, INC.
HINGHAM, MA
$54M
GENEROUS WEALTH MANAGEMENT LLC
$55M
SUNDERLAND CAPITAL PARTNERS LP
BOSTON, MA
$56M
+79.8% 1Y

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