Bone Asset Management
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 290584
- Website
- www.boneasset.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals55%
- HNWI45%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Bone Asset Management is an independent, LLC-structured wealth adviser focused on individual and family clients. The firm operates as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It charges fees as a percentage of assets under management and is owned by an individual principal. Bone does not identify as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents10%
- Non-Investment Grade Corp Bonds5%
Contacts
1 of 1
Richard Bone
PresidentCRD 2001676
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bloomfield Hills, MI
Oakland
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 40950 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
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