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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 $142,133,301 assets under management, offering retirement planning & investment advisory services to 630 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288522 |
| SEC# | 801-119543 |
| Assets Managed by Firm | $142,133,301 |
| No. of Clients | 630 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 630 | $142,133,301 |
| Individuals (other than high net worth individuals) | 168 | $43,486,204 |
| High net worth individuals | 47 | $79,155,832 |
| Pension and profit sharing plans | 15 | $17,376,337 |
| Charitable organizations | Fewer than 5 clients | $1,957,150 |
| Corporations or other businesses | Fewer than 5 clients | $157,778 |
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