Overview
Assets Under Management: $1.6 billion
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 317
Average Client Assets: $3 million
Frequently Asked Questions
BISON WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165931), BISON WEALTH, LLC is subject to fiduciary duty under federal law.
BISON WEALTH, LLC is headquartered in ATLANTA, GA.
BISON WEALTH, LLC serves 317 high-net-worth clients according to their SEC filing dated November 12, 2024. View client details ↓
According to their SEC Form ADV, BISON WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
BISON WEALTH, LLC manages $1.6 billion in client assets according to their SEC filing dated November 12, 2024.
According to their SEC Form ADV, BISON WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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