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BONSAI ADVISORS LLC
CRD 323938
1406 PEARL STREET, BOULDER, CO, 80302, United States
Phone
866-266-7249
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.1M
Discretionary AUM
$21.1M
Team
12 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)DELIVERY OF MODEL PORTFOLIOS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $5.0M |
| High net worth individuals | 11 | $16.1M |
All web addresses on file
Official SEC filing: View on IAPD