Bonfire Financial, LLC
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
FINTRXOverview
Bonfire Financial, LLC is an independent registered investment adviser formed in 2020 and organized as an LLC under individual ownership. The firm advises both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals and small businesses; its ADV also lists pension consulting services. Fee arrangements include assets-under-management charges alongside hourly and fixed-fee engagements. Bonfire is not positioned as a capital allocator but does deploy third-party managers for alternative exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds77%
- Exchange Traded Equities11%
- Cash & Cash Equivalents4%
- Other4%
- US Government Bonds2%
Owners & executives
1 of 1
Brian Colvert
President, CEOCRD 5304258
Contacts
3 of 3
Sarah Price
Client Service ManagerCRD 7597640
Nicholas Coleman
Financial AdvisorCRD 6608763
Kyle DeMers
Investment AnalystCRD 8221194
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Colorado Springs, CO
El Paso
Location
Colorado Springs, CO
Headquartered in Colorado Springs, CO, in the West of the United States.
- Region
- West
- County
- El Paso
- Address
- 5755 Mark Dabling Blvd
- Time zone
- MT (UTC-7)
- Office locations
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