BONSAI FINANCIAL

BONSAI FINANCIAL is an SEC-registered investment adviser (CRD 292432). Regulatory assets under management: $6.8M.

Registration

• CRD: 292432
• Type: Registered investment adviser
• Phone: 602-343-9309
• Latest filing: 2023-09-21
• Regulatory AUM: $6.8M
• Discretionary AUM: $6.5M
• Non-discretionary AUM: $383K
• Clients: 2
• Accounts: 89

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292432 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search