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BONFANTI INVESTMENT SERVICES, LLC
CRD 284395
14279 HWY 73, PRAIRIEVILLE, LA, 70769, United States
Phone
225-612-3984
Fax
866-470-3984
Registration
— (—)
Source
State registered
Total AUM
$65.7M
Discretionary AUM
$65.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 267 | $37.3M |
| High net worth individuals | 34 | $27.9M |
| Charitable organizations | 3 | $437K |
All web addresses on file
Official SEC filing: View on IAPD