RIA Intel›Advisers›Michigan›BONE FINANCIAL LLC

BONE FINANCIAL LLC

Advisory

BLOOMFIELD HILLS, MI

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$59K

across 9 accounts

AUM per adviser

$527K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$527K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$527K

Discretionary AUM$527K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

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PRECISION VECTOR FINANCIAL, L.L.C.

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MILLENNIUM PERSONAL FINANCE, LLC

YPSILANTI, MI

$485K

SENSIBLE FINANCIAL SOLUTIONS, LLC

KALKASKA, MI

$585K

VALUEFIRST PLANNING LLC

$460K

PREDMORE ADVISORS LLC

ROCHESTER HILLS, MI

$450K

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