Bonifacio & Company, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Saint Louis, Missouri
CRD number
150820
Fee structure
Percentage of AUM, Fixed Fees, Other
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bonifacio & Company, LLC is an independent, Missouri-registered limited liability advisory firm that functions as a capital allocator and manager-selector for client portfolios. The firm provides portfolio management services for individuals and small businesses, as well as for businesses or institutional clients, and it performs selection of third‑party advisers. Its fee arrangements include percentage-of-AUM billing, fixed fees and other fee structures. The firm does not position itself as an ESG investor and operates from a single-state footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Andres Bonifacio

    Managing Director, Chief Compliance OfficerCRD 4744836

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
201 S Central Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth