Bonfire Financial, LLC

RIASEC Registered

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. The firm serves both individual and family clients as well as institutional clients, and its owner structure is individual ownership. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are mixed: percentage of assets under management, hourly charges, and fixed fees are all used. The firm does not identify as an active ESG investor and does not position itself as a capital allocator.