CRD: 284395
Bonfanti Investment Services, LLC
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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-10-2016
- Office Locations
- 1
Office Locations
About Bonfanti Investment Services, LLC
Bonfanti Investment Services, LLC delivers objective financial advice through a flexible, three-level service model: its proprietary Intentional Financial Planning for ongoing, holistic planning; an Investments Only program for outsourced portfolio research and management; and situational engagements for targeted guidance or second opinions. Portfolios are implemented primarily with ETFs, with custody support including Charles Schwab and LPL Financial.
Team overview
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Investment Themes
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Platform
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Owner & Executives
MICHAEL ANTHONY BONFANTI
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4815255
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,660,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,660,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,660,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $318,890,714 | 24.3% |
| Cash | $203,407,657 | 15.5% |
| Public Funds | $343,824,556 | 26.2% |
| U.S. Government/Agency | $446,184,539 | 34.0% |
| Total | $1,312,307,466 | 100.0% |