|
⚲
|
| Bonfire Financial LLC
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|
|
|---|---|
| CRD # | 288522 |
| SEC # | 801-119543 |
| CIK # | 0001762539 |
| AUM | $234.0 M (2026-05-27) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 719-394-3900 |
| Address | 5755 Mark Dabling Blvd Colorado Springs, CO 80919 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.2 | ||
| Kroger Co | 1.5 | ||
| Microsoft Corp | 1.2 | ||
| Bitwise Bitcoin ETF | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 206 | 68.5 |
| (b) Individuals (high net worth individuals) | 55 | 128.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 33.8 |
| (h) Charitable organizations | 0 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 815 | 234.0 |
| By Discretionary | ||
| Discretionary | 798 | 200.2 |
| Non-Discretionary | 17 | 33.8 |
| Total | 815 | 234.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.0 | |
| Total | 815 | 234.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001762539] |
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|---|---|---|
|
Palacios Wealth Management LLC
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|
FL | 0.2 |
|
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0.2 | |
|
Fountain Square Asset Management LLC
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Geneva Financial Group LLC
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|
MPI Wealth Management LLC
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