Overview
Assets Under Management: $240 million
Headquarters: OKLAHOMA CITY, OK
High-Net-Worth Clients: 145
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 145
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 513
Discretionary Accounts: 501
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 306471
Last Filing Date: 2024-03-28 00:00:00
Website: https://bisoncapadvisors.com