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BONE FIDE WEALTH
NEW YORK, NY
212-390-1161
SEC #801-117389Total AUM
$126.7M
Employees
4Clients
188Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7 WORLD TRADE CENTER
46TH FLOOR
NEW YORK
NY 10007
United States
46TH FLOOR
NEW YORK
NY 10007
United States
Operating Hours
9AM TO 6PM
MONDAY - THURSDAY; FRIDAY BY APPOINTMENT
MONDAY - THURSDAY; FRIDAY BY APPOINTMENT
Phone
212-390-1161
Financials
Total AUM
$126.7M
Accounts
668Discretionary
$126.7M
Accounts
668Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
157AUM
$69M
HNW Individual Clients
23AUM
$56.3M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$1.4M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOFLNJNYPATX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.