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Bonfrisco Wealth Management
BONFRISCO WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in CHERRY HILL, NJ. It has 1 employee and 1 investment adviser. The firm is based in...
Bonfrisco Wealth Management
BONFRISCO WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in CHERRY HILL, NJ. It has 1 employee and 1 investment adviser. The firm is based in New Jersey.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Who runs Bonfrisco Wealth Management?
The principals of Bonfrisco Wealth Management are not publicly identified. The firm's SEC registration does not name a CEO or investment committee. Requests for management information are directed to contact details on the SEC filing.
What is Bonfrisco's investment strategy?
Bonfrisco has not disclosed a specific investment strategy. As an SEC-registered RIA, it is permitted to manage client assets across equities, fixed income, and alternatives. No specific sector, stage, geographic, or asset-class tilt is known.
Does Bonfrisco manage assets for a single family or multiple clients?
This is unclear from public records. The firm's name—Bonfrisco Wealth Management—suggests a multi-client RIA structure rather than a dedicated single-family office. SEC filings do not specify its client count or wealth origin.
What is Bonfrisco's AUM?
Bonfrisco has not publicly disclosed its AUM. The SEC does not require RIAs to publicly report AUM in the Investment Adviser Public Disclosure (IAPD) database. The AUM band is listed as Undisclosed.
Where is Bonfrisco Wealth Management headquartered?
Bonfrisco's headquarters location is not publicly listed. The firm is registered with the SEC as a US-based advisory firm, but its city and state are not included in the public IAPD record.
Does Bonfrisco have a website or LinkedIn page?
No public website or LinkedIn profile has been identified for Bonfrisco Wealth Management. This is consistent with the firm's low public profile. Inquiries must be made via SEC filing contact details.
Is Bonfrisco affiliated with any other firms or funds?
Public records show no affiliations with other investment advisors, funds, or family offices. Bonfrisco appears to operate as a standalone RIA. No parent or subsidiary entities are identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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