Bonsai Financial

Bonsai Financial (CRD# 292432) is a financial advisory firm headquartered in , . They manage $6,849,888 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://bonsaifinancial.com/
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $76,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Bonsai Financial
Showing 1 - 2 of 2 top financial advisors.
1
Anthony Olson, financial advisor Phoenix AZ
Anthony E. Olson
CRD#: 5953822
Phoenix, AZ

Anthony Olson (CRD# 5953822) is an Investment Advisor Representative working at Bonsai Financial in Phoenix, AZ and has over 12 years of experience in the finance industry.

2
Samuel Olson, financial advisor Phoenix AZ
Samuel R. Olson
CRD#: 6698521
Phoenix, AZ

Samuel Olson (CRD# 6698521) is an Investment Advisor Representative working at Bonsai Financial in Phoenix, AZ and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals