CRD: 323938

Bonsai Advisors LLC

Boulder, CO, 80302

(866) 266-7249

www.mybonsai.com

$21.1M Total AUM

$21.1M Disc. AUM

-- 3Y CAGR

12 Employees

35 ADV. Clients

4 yrs Firm Age

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Firm Details

Custodian: Charles Schwab & Company
Clients: Retail
Platforms: Available
Established Date: 03-01-2022
Office Locations: 2

Office Locations

1406 Pearl Street Boulder CO

-- Nashville TN

About Bonsai Advisors LLC

Bonsai Advisors LLC is a Boulder-based RIA with 2 offices. The firm has been operating for 4 years. Managing $21.1M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.

Team overview

51 AVG AGE

$5.3M AVG AUM / ADVISOR

$601.8K AVG AUM / CLIENT

1.9 yrs AVG TENURE

12 Employees

4 Advisory Reps

4 RIA Reps

4yrs Firm Age

Insights

Available

Asset Classes

Available

Client Personas

Available

CRM

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

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Owner & Executives

Daniel Nino DeChellis

PARTNER

CRD: #3078533
Ownership: Less than 5%

Available

ROBERTO NMN DECHELLIS

Advisor, Chief Compliance Officer, Chief Executive Officer, FOUNDER

CRD: #1979472
Ownership: Less than 5%

Available

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Contacts

Jared Paul Gostanczik

CRD: #3021119

Available

Christian Paul Von Allmen

CRD: #4035900

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Assets Under Management

Total AUM

Discretionary

Non-Discretionary

No AUM history available

Category	Assets	AVG. Account size
Discretionary	$21,064,035	--
Non-Discretionary	$0	--
Total	$21,064,035	--

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Separately Managed Accounts

Total SMA Asset: Available

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Private Funds:

Available

Equity - Exchange:

Available

Cash:

Available

Asset class	Assets	Assets %
Private Funds	Available	Available
Equity - Exchange	Available	Available
Cash	Available	Available
Total	Available	Available

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Bonsai Advisors LLC

Firm Details

Office Locations

About Bonsai Advisors LLC

Team overview

Insights

Asset Classes

Client Personas

CRM

Custodian

Investment Themes

Investment Vehicles

Platform

Services

Technology

Owner & Executives

Contacts

Assets Under Management

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Separately Managed Accounts

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