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David Paul Bodnar

DAVID BODNAR ADVISORS LLC·CINCINNATI, Ohio
Unclaimed Profile
5721 DRAGON WAY, CINCINNATI, OH 45227CRD# 1994752Firm CRD# 138298
01

About

David Paul Bodnar is a registered financial advisor based in CINCINNATI, Ohio, affiliated with DAVID BODNAR ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DAVID BODNAR ADVISORS LLC
DAVID BODNAR ADVISORS LLC
AUM
$50M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at DAVID BODNAR ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1994752
Firm CRD# 138298
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Paul Bodnar offer?
David Paul Bodnar specializes in Financial Planning, Investment Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are David Paul Bodnar's credentials?
David Paul Bodnar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Paul Bodnar located?
David Paul Bodnar is based in CINCINNATI, Ohio, working with DAVID BODNAR ADVISORS LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does David Paul Bodnar charge for services?
David Paul Bodnar's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVID BODNAR ADVISORS LLC?
DAVID BODNAR ADVISORS LLC has approximately 1 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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