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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Ridge capitalBeacon
- Established Date
- 02-27-2018
- Office Locations
- 1
Office Locations
About Bonsai Financial
Bonsai Financial is a Phoenix-based retail RIA providing holistic financial planning, retirement planning, and ongoing wealth management with an emphasis on strategic future tax planning. The firm builds personalized, diversified long-term investment strategies and helps clients stay disciplined through market noise. A distinctive part of the process is a custom household Asset-Map Report used to align priorities and identify gaps; custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Samuel Robert Olson
Advisor, Manager
- CRD
- #6698521
- Ownership
- 25% but less than 50%
ANTHONY EUGENE OLSON
Financial Advisor, General Partner, Manager
- CRD
- #5953822
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,467,290 | -- |
| Non-Discretionary | $382,598 | -- |
| Total | $6,849,888 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,849,888
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,704,810,243 | 69.3% |
| Cash | $2,084,237,727 | 30.7% |
| Total | $6,789,047,970 | 100.0% |