Bondurant Investment Advisory, LLC

Bondurant Investment Advisory, LLC (CRD# 297290) is a financial advisory firm headquartered in , . They manage $48,114,019 in 94 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.sbondinvest.com
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $511,851
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Bondurant Investment Advisory, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Scott Bondurant, financial advisor Evanston IL
Scott Bondurant
CRD#: 2013125
Evanston, IL

Scott Bondurant (CRD# 2013125) is an Investment Advisor Representative working at Bondurant Investment Advisory, LLC in Evanston, IL and has over 34 years of experience in the finance industry.

2
Justin Koress, financial advisor Evanston IL
Justin R. Koress
CRD#: 7302498
Evanston, IL

Justin Koress (CRD# 7302498) is an Investment Advisor Representative working at Bondurant Investment Advisory, LLC in Evanston, IL and has over 3 years of experience in the finance industry.

3
Joel Regier, financial advisor Evanston IL
Joel G. Regier
CRD#: 7292974
Evanston, IL

Joel Regier (CRD# 7292974) is an Investment Advisor Representative working at Bondurant Investment Advisory, LLC in Evanston, IL and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals