Bonsai Financial
Firm details
- Headquarters
- ,
- CRD number
- 292432
- Website
- bonsaifinancial.com
- Custodians
- TD AMERITRADE, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals77.26%
- HNWI22.74%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Bonsai Financial operates as a limited liability company focused on providing investment advisory services primarily to individuals and families. The firm engages in portfolio management for clients and offers selection services for other advisers. With a client-centric approach, Bonsai Financial emphasizes tailored investment strategies that align with the unique financial goals of its clientele. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Samuel Olson
Partner, AdvisorCRD 6698521
Anthony Olson
Founder & PrincipalCRD 5953822
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Kingfisher Capital Management LLC
RIAShepherd Advisor
RIATammy Goodman Financial, LLC
RIAPocket Project
RIANubian Square Investment Advisors, LLC
RIABrookline, MA