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DAVID BODNAR ADVISORS LLC
DAVID BODNAR ADVISORS LLC
CINCINNATI, Ohio
·
3 registered advisors
·
CRD# 138298
SEC# 801-67780
513-271-8535
01
Firm Overview
AUM
$50M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at DAVID BODNAR ADVISORS LLC
3 registered advisors
David Paul Bodnar
CINCINNATI, Ohio
CRD# 1994752
Mark Herbert Schnizer
CINCINNATI, Ohio
CRD# 1812185
Matthew Harold Richardson
CINCINNATI, Ohio
CRD# 3199694
05
Office Locations
CINCINNATI, Ohio
3 advisors
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Data sourced from SEC Form ADV filings. DAVID BODNAR ADVISORS LLC (CRD# 138298) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.