David Bodnar Advisors LLC is an adviser based in Cincinnati. It manages $49.83 million of regulatory assets for 460 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Ohio.
David Bodnar Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of David Bodnar Advisors LLC is $49.83 million. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay David Bodnar Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where David Bodnar Advisors LLC performs its advisory services is located at 5721 Dragon Way, Cincinnati, OH 45227, which is also the mailing address of the firm. An additional office of the firm is in Dayton, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 513-271-8535 or by fax 513-271-8547. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.deeterandbodnar.com.