Bonsai Financial
RIAState Registered
Total AUM
$6.8M
Discretionary
$6.5M
94% of AUM
Avg account
$77K
Accounts
89
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 292432
- Website
- bonsaifinancial.com
- Custodians
- TD AMERITRADE, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals77.26%
- HNWI22.74%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Bonsai Financial is an Arizona-registered limited liability company that advises individual and family clients, including small businesses. The firm provides discretionary portfolio management and also performs selection of other advisers, positioning itself as a capital allocator that can place client assets with outside managers or solutions. Compensation is a mix of assets-under-management fees and hourly charges. Bonsai Financial reports an affiliation with an insurance company and does not identify ESG investing as an active focus.
Assets & Accounts
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
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations