BONFIRE FINANCIAL, LLC

RIASEC RegisteredEst. 2020

Total AUM

$234M

Discretionary

$200M

86% of AUM

Avg account

$287K

Accounts

815

Employees

Advisory reps

Firm details

Headquarters: COLORADO SPRINGS, Colorado
CRD number: 288522
Registered since: September 25, 2020
Website: www.bonfirefinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI54.9%
Individuals29.27%
Pension & Profit Sharing Plans14.43%
Charitable Organizations1.41%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Bonfire Financial, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2020. Ownership is held by an individual. The firm works with both individual/family and institutional clients and provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model includes a percentage-of-AUM component as well as hourly and fixed-fee arrangements. The adviser is not identified as an active ESG investor, and it does not present itself as a capital allocator or a multi-state advisory network.