Bone Fide Wealth

Bone Fide Wealth (CRD# 301066) is a financial advisory firm headquartered in New York, NY. They manage $70,605,620 in 123 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
7 World Trade Center, 46th Floor, New York, NY 10007
https://twitter.com/dougboneparth?lang=en
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $574,029
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NJ, NY, PA, TX

Financial Advisors at Bone Fide Wealth
Showing 1 - 2 of 2 top financial advisors.
1
Douglas Boneparth, financial advisor New York NY
Douglas A. Boneparth
CRD#: 4790408
7 World Trade Center, 46th Floor, New York, NY 10007

Douglas Boneparth (CRD# 4790408) is an Investment Advisor Representative working at Bone Fide Wealth in New York, NY and has over 18 years of experience in the finance industry.

2
Clifford Cornell Iii, financial advisor Southold NY
Clifford C. Cornell Iii
CRD#: 7216126
Southold, NY

Clifford Cornell Iii (CRD# 7216126) is an Investment Advisor Representative working at Bone Fide Wealth in Southold, NY and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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