Overview
Assets Under Management: $1.6 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 317
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 317
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.58
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 4,347
Discretionary Accounts: 4,345
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 165931
Last Filing Date: 2024-11-12 00:00:00
Website: https://bisonwealth.com