BONFIRE FINANCIAL, LLC
Adviser information for BONFIRE FINANCIAL, LLC last updated from Form ADV on February 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Colorado, United States |
Employees
Total Number of Employees | 4 |
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Investment Advisory/Research | 4 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 4 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 663 | $142.2M |
Non-Discretionary | 0 | $0 |
Total | 663 | $142.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 182 | $42.1M |
HNW Individuals | 53 | $97.5M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $2.6M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 4 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 11-25 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-119543 |
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SEC ERA File Number | 801-119543 |
SEC CIK Numbers | None |
SEC CRD Numbers | 288522 |
Legal Entity Identifier | None |
Principal Office
2 NORTH NEVADASUITE 1170
COLORADO SPRINGS
CO
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 719-394-3900, Fax: None
Chief Compliance Officer
BRIAN COLVERT
2 NORTH NEVADA
SUITE 1170
COLORADO SPRINGS
CO
United States
Tel:
719-394-3900
B****@*******************M
(Full email address available in API data)
Industry Affiliates
BONFIRE INSURANCE, LLC | Insurance company or agency |
BONFIRE TAX | Accountant or accounting firm |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
COLVERT, BRIAN, C | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 04/2017 | > 75% |