Bonifacio & Company, LLC
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 150820
- Website
- bonifacioandco.com
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Andres Bonifacio
Managing Director, Chief Compliance OfficerCRD 4744836
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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