BONFRISCO WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- CHERRY HILL, New Jersey
- CRD number
- 166128
- Website
- bonfriscolaw.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bonfrisco Wealth Management LLC operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm emphasizes a personalized approach to wealth management, tailoring its services to meet the unique needs of its clients. While it does not actively engage in ESG investing, Bonfrisco Wealth Management LLC maintains a commitment to delivering comprehensive financial solutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1MICHAEL BONFRISCO
Owner, PresidentCRD 5709124
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHERRY HILL, NJ
CAMDEN
Location
CHERRY HILL, NJ
Headquartered in CHERRY HILL, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- CAMDEN
- Address
- 1522 Route 38
- Time zone
- ET (UTC-5)
- Office locations
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