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BONFIRE FINANCIAL, LLC
2 North Nevada
Suite 1170
Colorado Springs, Colorado 80903
Tel: 719-394-3900
About BONFIRE FINANCIAL, LLC
BONFIRE FINANCIAL, LLC, formally registered with the SEC as BONFIRE FINANCIAL, LLC. The firm was established in 09/25/2020. They have over 1 offices throughout the country.
BONFIRE FINANCIAL, LLC is a Colorado Springs, Colorado based Financial Planning firm with nearly $198,158,840 assets under management, offering retirement planning & investment advisory services to 746 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288522 |
| SEC# | 801-119543 |
| Assets Managed by Firm | $198,158,840 |
| No. of Clients | 746 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 746 | $198,158,840 |
| Individuals (other than high net worth individuals) | 198 | $55,304,971 |
| High net worth individuals | 55 | $112,147,160 |
| Pension and profit sharing plans | 16 | $27,836,011 |
| Charitable organizations | Fewer than 5 clients | $2,870,698 |
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